+762.7%
AXTI vs FN
+700.1%
+62.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -7.3% | +3.4% | +0.8% |
| 7D | +7.6% | +0.3% | +7.4% | +8.2% |
| 30D | -32.1% | -16.5% | -15.5% | -21.9% |
| 3M | -46.0% | -42.1% | -3.9% | -21.5% |
| 6M | -65.7% | -52.9% | -12.8% | -42.2% |
| YTD | +155.9% | -28.0% | +183.9% | +253.4% |
| 1Y | +300.8% | -18.5% | +319.3% | +424.8% |
| 3Y | +1,981.6% | +93.9% | +1,887.7% | +1,549.1% |
| 5Y | +359.3% | +170.5% | +188.8% | +187.0% |
| All | +762.7% | +700.1% | +62.5% | +241.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling