+2,788.4%
AXTI vs FIVN
+280.5%
+2,507.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -6.0% |
| 7D | +15.1% | -11.3% | +26.4% | +18.9% |
| 30D | -12.3% | -7.3% | -5.0% | -11.2% |
| 3M | -24.1% | +41.7% | -65.8% | -33.9% |
| 6M | +46.0% | +78.3% | -32.2% | +18.0% |
| YTD | +295.7% | +50.9% | +244.8% | +233.7% |
| 1Y | +1,825.6% | +19.7% | +1,805.9% | +1,644.7% |
| 3Y | +2,630.0% | -55.7% | +2,685.7% | +3,029.6% |
| 5Y | +601.0% | -82.6% | +683.5% | +865.3% |
| 10Y | +1,459.0% | +113.6% | +1,345.4% | +1,341.2% |
| All | +2,788.4% | +280.5% | +2,507.9% | +2,428.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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