+601.0%
AXTI vs FHN
+87.6%
+513.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.7% | -6.8% | -6.4% |
| 7D | +15.1% | -0.8% | +15.9% | +15.4% |
| 30D | -12.3% | -2.6% | -9.7% | -11.4% |
| 3M | -24.1% | +0.8% | -25.0% | -24.7% |
| 6M | +46.0% | +9.2% | +36.8% | +39.5% |
| YTD | +295.7% | +5.1% | +290.6% | +286.1% |
| 1Y | +1,825.6% | +12.2% | +1,813.4% | +1,735.3% |
| 3Y | +2,630.0% | +132.4% | +2,497.5% | +2,047.6% |
| 5Y | +601.0% | +91.1% | +509.9% | +467.6% |
| All | +601.0% | +87.6% | +513.3% | +467.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 5y: compounded portfolio wealth divided by compounded FHN 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…
5y analysis · Full analysis span regression · 6 months rolling