+226.6%
AXTI vs FIS
+346.5%
-120.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -5.9% | +18.7% | +15.1% |
| 7D | +24.0% | -3.5% | +27.4% | +25.1% |
| 30D | -21.5% | -7.8% | -13.6% | -19.8% |
| 3M | -23.4% | +0.8% | -24.2% | -26.9% |
| 6M | +114.9% | -21.9% | +136.8% | +126.4% |
| YTD | +325.4% | -39.5% | +364.9% | +396.6% |
| 1Y | +2,136.7% | -41.0% | +2,177.6% | +2,526.6% |
| 3Y | +2,835.0% | -23.6% | +2,858.6% | +2,956.1% |
| 5Y | +652.8% | -65.6% | +718.4% | +944.4% |
| 10Y | +1,513.9% | -40.2% | +1,554.1% | +1,678.1% |
| All | +226.6% | +346.5% | -120.0% | +56.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling