+1,981.6%
AXTI vs FIVE
+40.0%
+1,941.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.8% |
| 7D | +7.6% | +2.7% | +5.0% | +6.5% |
| 30D | -32.1% | +12.7% | -44.7% | -35.2% |
| 3M | -46.0% | +2.1% | -48.0% | -46.8% |
| 6M | -65.7% | +17.5% | -83.2% | -68.6% |
| YTD | +155.9% | +31.0% | +124.9% | +125.7% |
| 1Y | +300.8% | +67.7% | +233.0% | +220.6% |
| 3Y | +1,981.6% | +43.4% | +1,938.2% | +1,299.5% |
| All | +1,981.6% | +40.0% | +1,941.6% | +1,299.5% |
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