+342.1%
AXTI vs FIX
+6,809.4%
-6,467.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +5.0% | +14.4% | +17.7% |
| 7D | -1.2% | +6.4% | -7.6% | -2.2% |
| 30D | -24.2% | -29.1% | +4.9% | -13.0% |
| 3M | -36.3% | -31.1% | -5.2% | -25.3% |
| 6M | -62.7% | -42.8% | -19.9% | -52.2% |
| YTD | +187.3% | +24.6% | +162.6% | +191.4% |
| 1Y | +344.8% | +21.9% | +322.8% | +354.9% |
| 3Y | +2,272.2% | +524.9% | +1,747.3% | +1,382.5% |
| 5Y | +419.6% | +1,092.2% | -672.6% | +169.3% |
| 10Y | +888.8% | +3,759.0% | -2,870.2% | +267.7% |
| All | +342.1% | +6,809.4% | -6,467.3% | +9.1% |
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