+743.4%
AXTI vs FLEX
+737.7%
+5.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.2% | -7.1% | -5.3% |
| 7D | +5.1% | +5.7% | -0.6% | +0.8% |
| 30D | -17.5% | -7.0% | -10.4% | -11.5% |
| 3M | -26.7% | -23.8% | -2.9% | -7.7% |
| 6M | +36.8% | +82.6% | -45.9% | -21.6% |
| YTD | +296.1% | +91.6% | +204.5% | +124.3% |
| 1Y | +1,810.6% | +100.6% | +1,710.1% | +958.0% |
| 3Y | +2,587.6% | +479.8% | +2,107.8% | +577.1% |
| All | +743.4% | +737.7% | +5.6% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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