+508.9%
AXTI vs FISV
+994.1%
-485.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.6% | -6.7% | -6.3% |
| 7D | +15.1% | -7.2% | +22.3% | +18.2% |
| 30D | -12.3% | -7.2% | -5.1% | -10.6% |
| 3M | -24.1% | -8.2% | -16.0% | -25.0% |
| 6M | +46.0% | -17.7% | +63.7% | +50.0% |
| YTD | +295.7% | -27.2% | +322.9% | +324.6% |
| 1Y | +1,825.6% | -63.0% | +1,888.6% | +2,419.5% |
| 3Y | +2,630.0% | -59.8% | +2,689.7% | +3,188.7% |
| 5Y | +601.0% | -55.8% | +656.8% | +701.3% |
| 10Y | +1,459.0% | -2.4% | +1,461.4% | +1,162.5% |
| All | +508.9% | +994.1% | -485.1% | +89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling