+756.1%
AXTI vs FGI
-70.4%
+826.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +7.5% | +2.1% | +9.6% |
| 7D | +5.1% | +0.5% | +4.6% | +5.1% |
| 30D | -10.2% | +65.4% | -75.6% | -11.6% |
| 3M | -41.8% | +23.5% | -65.3% | -42.5% |
| 6M | +57.5% | +60.5% | -3.0% | +50.4% |
| YTD | +277.0% | +30.0% | +247.0% | +263.8% |
| 1Y | +1,982.4% | +82.1% | +1,900.4% | +1,812.8% |
| 3Y | +2,234.8% | -4.4% | +2,239.2% | +2,068.8% |
| All | +756.1% | -70.4% | +826.5% | +753.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling