+743.4%
AXTI vs FTV
-2.3%
+745.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.2% |
| 7D | +5.1% | -4.0% | +9.0% | +8.5% |
| 30D | -17.5% | -11.0% | -6.4% | -9.5% |
| 3M | -26.7% | -8.4% | -18.3% | -22.6% |
| 6M | +36.8% | -2.6% | +39.3% | +33.6% |
| YTD | +296.1% | -0.6% | +296.8% | +268.1% |
| 1Y | +1,810.6% | +11.0% | +1,799.7% | +1,486.8% |
| 3Y | +2,587.6% | -6.3% | +2,593.9% | +2,621.4% |
| All | +743.4% | -2.3% | +745.6% | +669.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling