+652.8%
AXTI vs FIX
+2,166.5%
-1,513.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.4% | +10.5% | +11.0% |
| 7D | +24.0% | +6.1% | +17.9% | +18.9% |
| 30D | -21.5% | -2.7% | -18.8% | -18.2% |
| 3M | -23.4% | -10.9% | -12.4% | -11.9% |
| 6M | +114.9% | +29.0% | +85.9% | +96.1% |
| YTD | +325.4% | +76.9% | +248.6% | +225.3% |
| 1Y | +2,136.7% | +130.7% | +2,005.9% | +1,379.8% |
| 3Y | +2,835.0% | +790.7% | +2,044.4% | +648.5% |
| 5Y | +652.8% | +2,185.6% | -1,532.8% | +21.9% |
| All | +652.8% | +2,166.5% | -1,513.7% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling