+601.0%
AXTI vs FITB
+68.4%
+532.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.4% | -6.6% | -6.4% |
| 7D | +15.1% | -1.0% | +16.1% | +15.7% |
| 30D | -12.3% | -5.5% | -6.8% | -9.0% |
| 3M | -24.1% | +4.1% | -28.3% | -27.0% |
| 6M | +46.0% | +18.7% | +27.3% | +26.4% |
| YTD | +295.7% | +18.2% | +277.6% | +245.2% |
| 1Y | +1,825.6% | +23.7% | +1,801.9% | +1,530.5% |
| 3Y | +2,630.0% | +130.8% | +2,499.2% | +1,540.7% |
| 5Y | +601.0% | +69.8% | +531.2% | +423.4% |
| All | +601.0% | +68.4% | +532.6% | +423.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 5y: compounded portfolio wealth divided by compounded FITB 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…
5y analysis · Full analysis span regression · 6 months rolling