+1,472.1%
AXTI vs FIS
-39.8%
+1,511.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +5.1% | -7.9% | +13.0% | +7.8% |
| 30D | -17.5% | -8.0% | -9.5% | -15.8% |
| 3M | -26.7% | +0.6% | -27.3% | -30.5% |
| 6M | +36.8% | -22.2% | +59.0% | +44.9% |
| YTD | +296.1% | -40.8% | +336.9% | +375.6% |
| 1Y | +1,810.6% | -41.5% | +1,852.1% | +2,199.5% |
| 3Y | +2,587.6% | -25.5% | +2,613.0% | +2,715.6% |
| 5Y | +601.7% | -64.8% | +666.5% | +933.2% |
| All | +1,472.1% | -39.8% | +1,511.9% | +1,537.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 10y: compounded portfolio wealth divided by compounded FIS 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…
10y analysis · Full analysis span regression · 6 months rolling