+601.0%
AXTI vs FLUT
-51.9%
+652.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.5% | -6.0% |
| 7D | +15.1% | -3.6% | +18.7% | +16.1% |
| 30D | -12.3% | -0.3% | -12.0% | -12.9% |
| 3M | -24.1% | -12.6% | -11.5% | -23.0% |
| 6M | +46.0% | -8.0% | +54.0% | +43.9% |
| YTD | +295.7% | -54.1% | +349.8% | +393.5% |
| 1Y | +1,825.6% | -66.1% | +1,891.7% | +2,559.3% |
| 3Y | +2,630.0% | -45.0% | +2,675.0% | +3,127.1% |
| 5Y | +601.0% | -51.2% | +652.2% | +749.9% |
| All | +601.0% | -51.9% | +652.8% | +749.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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