+1,885.4%
AXTI vs FIX
+497.3%
+1,388.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.7% | -7.7% | -7.8% |
| 7D | -23.4% | -13.9% | -9.5% | -12.2% |
| 30D | -42.6% | -35.5% | -7.0% | -15.0% |
| 3M | -46.7% | -33.9% | -12.8% | -21.3% |
| 6M | -66.2% | -43.3% | -22.9% | -41.3% |
| YTD | +140.4% | +18.7% | +121.8% | +156.6% |
| 1Y | +276.5% | +13.8% | +262.8% | +312.6% |
| 3Y | +1,885.4% | +495.0% | +1,390.4% | +290.6% |
| All | +1,885.4% | +497.3% | +1,388.1% | +290.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling