+548.6%
AXTI vs FLEX
+2,698.2%
-2,149.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.3% |
| 7D | +21.0% | +6.4% | +14.6% | +17.8% |
| 30D | -6.6% | -5.9% | -0.8% | -2.7% |
| 3M | -12.1% | -23.5% | +11.4% | +2.6% |
| 6M | +78.7% | +83.7% | -5.0% | +33.2% |
| YTD | +321.5% | +86.5% | +235.0% | +217.5% |
| 1Y | +2,166.8% | +100.5% | +2,066.3% | +1,572.4% |
| 3Y | +2,807.6% | +469.8% | +2,337.8% | +1,260.5% |
| 5Y | +651.5% | +725.7% | -74.2% | +199.2% |
| 10Y | +1,560.5% | +1,086.7% | +473.8% | +432.6% |
| All | +548.6% | +2,698.2% | -2,149.6% | -32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling