+270.0%
AXTI vs FIX
+6,478.1%
-6,208.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.7% | -7.7% | -8.2% |
| 7D | -23.4% | -13.9% | -9.5% | -18.6% |
| 30D | -42.6% | -35.5% | -7.0% | -31.9% |
| 3M | -46.7% | -33.9% | -12.8% | -36.7% |
| 6M | -66.2% | -43.3% | -22.9% | -56.6% |
| YTD | +140.4% | +18.7% | +121.8% | +147.6% |
| 1Y | +276.5% | +13.8% | +262.8% | +293.4% |
| 3Y | +1,885.4% | +495.0% | +1,390.4% | +1,159.9% |
| 5Y | +350.3% | +1,049.0% | -698.8% | +136.3% |
| 10Y | +702.2% | +3,644.4% | -2,942.2% | +201.6% |
| All | +270.0% | +6,478.1% | -6,208.1% | -7.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling