+1,470.4%
AXTI vs FIVE
+483.6%
+986.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.4% | -3.7% | -5.2% |
| 7D | +15.1% | +0.6% | +14.6% | +15.1% |
| 30D | -12.3% | +3.0% | -15.3% | -13.7% |
| 3M | -24.1% | +23.2% | -47.3% | -30.2% |
| 6M | +46.0% | +9.2% | +36.9% | +38.5% |
| YTD | +295.7% | +28.1% | +267.6% | +257.1% |
| 1Y | +1,825.6% | +65.3% | +1,760.3% | +1,488.8% |
| 3Y | +2,630.0% | +49.4% | +2,580.6% | +2,054.2% |
| 5Y | +601.0% | +29.5% | +571.4% | +461.7% |
| All | +1,470.4% | +483.6% | +986.7% | +828.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling