+1,982.4%
AXTI vs FISV
-61.2%
+2,043.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.5% | +9.2% | +9.8% |
| 7D | +5.1% | -0.3% | +5.5% | +5.0% |
| 30D | -10.2% | -2.1% | -8.1% | -10.2% |
| 3M | -41.8% | -5.7% | -36.1% | -40.7% |
| 6M | +57.5% | -15.3% | +72.9% | +60.9% |
| YTD | +277.0% | -21.1% | +298.1% | +283.4% |
| 1Y | +1,982.4% | -61.1% | +2,043.5% | +1,670.4% |
| All | +1,982.4% | -61.2% | +2,043.6% | +1,670.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 1y: compounded portfolio wealth divided by compounded FISV 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…
1y analysis · Full analysis span regression · 6 months rolling