+456.7%
AXTI vs FIX
+14.3%
+442.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -15.1% | +7.7% | +10.7% |
| 7D | -26.2% | -18.9% | -7.2% | -6.1% |
| 30D | -45.1% | -36.3% | -8.8% | -5.9% |
| 3M | -27.2% | -38.5% | +11.4% | +33.4% |
| 6M | -55.2% | -42.3% | -12.9% | -8.2% |
| YTD | +190.8% | +17.1% | +173.7% | +245.6% |
| 1Y | +456.7% | +14.4% | +442.3% | +575.9% |
| All | +456.7% | +14.3% | +442.4% | +575.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 1y: compounded portfolio wealth divided by compounded FIX 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…
1y analysis · Full analysis span regression · 6 months rolling