+1,560.5%
AXTI vs FIX
+5,928.8%
-4,368.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | +0.3% |
| 7D | +21.0% | +3.5% | +17.5% | +18.6% |
| 30D | -6.6% | -3.5% | -3.1% | -3.0% |
| 3M | -12.1% | -11.8% | -0.3% | -0.2% |
| 6M | +78.7% | +17.8% | +60.9% | +73.8% |
| YTD | +321.5% | +73.3% | +248.2% | +238.2% |
| 1Y | +2,166.8% | +128.1% | +2,038.7% | +1,494.1% |
| 3Y | +2,807.6% | +772.7% | +2,034.9% | +849.9% |
| 5Y | +651.5% | +2,166.4% | -1,515.0% | +52.4% |
| 10Y | +1,560.5% | +6,034.5% | -4,474.0% | +115.3% |
| All | +1,560.5% | +5,928.8% | -4,368.4% | +115.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling