+2,759.3%
AXTI vs FIVE
+52.3%
+2,707.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | +0.2% |
| 7D | +21.0% | +1.7% | +19.3% | +20.3% |
| 30D | -6.6% | +5.0% | -11.6% | -9.0% |
| 3M | -12.1% | +29.5% | -41.6% | -21.3% |
| 6M | +78.7% | +12.4% | +66.3% | +66.4% |
| YTD | +321.5% | +31.2% | +290.3% | +272.6% |
| 1Y | +2,166.8% | +72.9% | +2,093.9% | +1,713.6% |
| All | +2,759.3% | +52.3% | +2,707.1% | +1,801.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling