+344.8%
AXTI vs FIX
+21.5%
+323.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +5.0% | +14.4% | +13.2% |
| 7D | -1.2% | +6.4% | -7.6% | -6.1% |
| 30D | -24.2% | -29.1% | +4.9% | +17.0% |
| 3M | -36.3% | -31.1% | -5.2% | +4.4% |
| 6M | -62.7% | -42.8% | -19.9% | -21.8% |
| YTD | +187.3% | +24.6% | +162.6% | +230.8% |
| 1Y | +344.8% | +21.9% | +322.8% | +425.3% |
| All | +344.8% | +21.5% | +323.3% | +425.3% |
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