+3,013.9%
AXTI vs FIG
-72.7%
+3,086.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.8% | -4.7% | +0.3% |
| 7D | +5.1% | -3.8% | +8.9% | +5.0% |
| 30D | -17.5% | -2.3% | -15.1% | -17.3% |
| 3M | -26.7% | +20.0% | -46.6% | -28.4% |
| 6M | +36.8% | -16.7% | +53.4% | +38.4% |
| YTD | +296.1% | -37.9% | +334.1% | +322.1% |
| 1Y | +1,810.6% | -58.5% | +1,869.2% | +2,052.9% |
| All | +3,013.9% | -72.7% | +3,086.6% | +3,412.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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