+743.4%
AXTI vs TFC
+15.3%
+728.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +5.1% | -2.4% | +7.5% | +6.4% |
| 30D | -17.5% | -3.4% | -14.1% | -16.0% |
| 3M | -26.7% | +0.4% | -27.1% | -28.4% |
| 6M | +36.8% | +12.7% | +24.1% | +22.3% |
| YTD | +296.1% | +5.6% | +290.6% | +270.2% |
| 1Y | +1,810.6% | +16.0% | +1,794.6% | +1,577.1% |
| 3Y | +2,587.6% | +94.0% | +2,493.6% | +1,693.1% |
| All | +743.4% | +15.3% | +728.1% | +652.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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