+1,982.4%
AXTI vs FIX
+128.3%
+1,854.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.9% | +7.8% | +7.4% |
| 7D | +5.1% | +6.0% | -0.9% | -2.0% |
| 30D | -10.2% | -7.2% | -2.9% | +0.4% |
| 3M | -41.8% | -15.9% | -26.0% | -24.5% |
| 6M | +57.5% | +12.7% | +44.8% | +52.0% |
| YTD | +277.0% | +72.8% | +204.2% | +163.9% |
| 1Y | +1,982.4% | +122.9% | +1,859.5% | +1,069.3% |
| All | +1,982.4% | +128.3% | +1,854.2% | +1,069.3% |
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