+1,560.5%
AXTI vs FN
+890.7%
+669.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.2% |
| 7D | +21.0% | +5.8% | +15.2% | +17.2% |
| 30D | -6.6% | -20.6% | +14.0% | +8.5% |
| 3M | -12.1% | -28.6% | +16.6% | +12.3% |
| 6M | +78.7% | -20.7% | +99.4% | +117.0% |
| YTD | +321.5% | -8.1% | +329.6% | +386.4% |
| 1Y | +2,166.8% | +13.3% | +2,153.5% | +2,304.6% |
| 3Y | +2,807.6% | +175.7% | +2,631.9% | +1,721.4% |
| 5Y | +651.5% | +297.4% | +354.1% | +263.0% |
| 10Y | +1,560.5% | +950.9% | +609.6% | +425.5% |
| All | +1,560.5% | +890.7% | +669.8% | +425.5% |
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