+1,472.1%
AXTI vs FTV
+80.7%
+1,391.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | +5.1% | -4.0% | +9.0% | +8.3% |
| 30D | -17.5% | -11.0% | -6.4% | -10.1% |
| 3M | -26.7% | -8.4% | -18.3% | -22.8% |
| 6M | +36.8% | -2.6% | +39.3% | +34.7% |
| YTD | +296.1% | -0.6% | +296.8% | +274.9% |
| 1Y | +1,810.6% | +11.0% | +1,799.7% | +1,553.0% |
| 3Y | +2,587.6% | -6.3% | +2,593.9% | +2,635.8% |
| 5Y | +601.7% | -1.5% | +603.3% | +584.3% |
| All | +1,472.1% | +80.7% | +1,391.4% | +878.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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