+296.5%
AXTI vs FIX
+17.6%
+278.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.8% | -4.5% | -3.8% |
| 7D | +18.6% | +17.0% | +1.6% | -1.3% |
| 30D | -32.6% | -30.6% | -2.0% | +7.0% |
| 3M | -44.5% | -35.0% | -9.5% | -2.2% |
| 6M | -64.6% | -44.0% | -20.6% | -23.7% |
| YTD | +166.3% | +21.1% | +145.2% | +218.7% |
| 1Y | +296.5% | +16.3% | +280.3% | +390.9% |
| All | +296.5% | +17.6% | +278.9% | +390.9% |
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