+749.7%
AXTI vs FN
+837.6%
-87.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +11.9% | -1.5% | +2.8% |
| 7D | -11.0% | +16.3% | -27.3% | -18.5% |
| 30D | -37.3% | -24.7% | -12.6% | -24.0% |
| 3M | -51.6% | -34.9% | -16.6% | -34.8% |
| 6M | -63.1% | -41.1% | -22.0% | -46.2% |
| YTD | +162.4% | -19.6% | +182.1% | +235.8% |
| 1Y | +353.6% | -18.5% | +372.1% | +480.2% |
| 3Y | +1,972.9% | +119.1% | +1,853.8% | +1,414.3% |
| 5Y | +370.0% | +206.9% | +163.0% | +170.5% |
| 10Y | +749.7% | +826.4% | -76.7% | +201.0% |
| All | +749.7% | +837.6% | -87.9% | +201.0% |
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