-70.6%
AXTX vs FGI
-2.1%
-68.5%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.3% | +1.9% | +23.4% | +25.3% |
| 7D | +49.3% | +5.2% | +44.2% | +49.3% |
| 30D | -49.1% | +65.2% | -114.3% | -49.3% |
| 3M | -72.6% | +30.2% | -102.7% | -72.7% |
| All | -70.6% | -2.1% | -68.5% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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 · Available span rolling