+2,587.6%
AXTI vs FISV
-57.6%
+2,645.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | +0.5% |
| 7D | +5.1% | -2.7% | +7.8% | +4.9% |
| 30D | -17.5% | 0.0% | -17.5% | -17.4% |
| 3M | -26.7% | -2.8% | -23.9% | -26.6% |
| 6M | +36.8% | -11.8% | +48.6% | +38.2% |
| YTD | +296.1% | -23.2% | +319.4% | +303.7% |
| 1Y | +1,810.6% | -62.0% | +1,872.6% | +1,929.1% |
| 3Y | +2,587.6% | -57.6% | +2,645.2% | +2,064.2% |
| All | +2,587.6% | -57.6% | +2,645.2% | +2,064.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling