+1,982.4%
AXTI vs IAG
+119.5%
+1,862.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.2% | +11.9% | +10.7% |
| 7D | +5.1% | -0.5% | +5.7% | +5.3% |
| 30D | -10.2% | +28.9% | -39.0% | -20.0% |
| 3M | -41.8% | +19.1% | -61.0% | -46.4% |
| 6M | +57.5% | -10.3% | +67.8% | +55.8% |
| YTD | +277.0% | +24.2% | +252.8% | +211.7% |
| 1Y | +1,982.4% | +116.5% | +1,865.9% | +883.0% |
| All | +1,982.4% | +119.5% | +1,862.9% | +883.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling