+456.7%
AXTI vs IAG
+56.5%
+400.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +10.2% | -17.6% | -11.8% |
| 7D | -26.2% | +1.1% | -27.3% | -26.8% |
| 30D | -45.1% | -5.3% | -39.9% | -44.0% |
| 3M | -27.2% | +18.0% | -45.2% | -32.2% |
| 6M | -55.2% | +7.1% | -62.3% | -56.7% |
| YTD | +190.8% | +5.9% | +184.8% | +155.7% |
| 1Y | +456.7% | +59.4% | +397.3% | +249.4% |
| All | +456.7% | +56.5% | +400.1% | +249.4% |
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