+884.4%
AXTI vs FND
+57.3%
+827.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +21.0% | -0.8% | +21.8% | +21.0% |
| 30D | -6.6% | -19.6% | +12.9% | -0.3% |
| 3M | -12.1% | -4.3% | -7.7% | -12.9% |
| 6M | +78.7% | -20.4% | +99.2% | +85.5% |
| YTD | +321.5% | -21.9% | +343.3% | +332.1% |
| 1Y | +2,166.8% | -45.2% | +2,212.0% | +2,533.9% |
| 3Y | +2,807.6% | -49.2% | +2,856.8% | +3,283.3% |
| 5Y | +651.5% | -61.8% | +713.3% | +823.1% |
| All | +884.4% | +57.3% | +827.1% | +765.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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