+2,166.8%
AXTI vs FIX
+125.7%
+2,041.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | +1.5% |
| 7D | +21.0% | +3.5% | +17.5% | +16.4% |
| 30D | -6.6% | -3.5% | -3.1% | 0.0% |
| 3M | -12.1% | -11.8% | -0.3% | +8.4% |
| 6M | +78.7% | +17.8% | +60.9% | +64.5% |
| YTD | +321.5% | +73.3% | +248.2% | +192.9% |
| 1Y | +2,166.8% | +128.1% | +2,038.7% | +1,149.2% |
| All | +2,166.8% | +125.7% | +2,041.1% | +1,149.2% |
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