+1,472.1%
AXTI vs IAG
+427.6%
+1,044.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +5.1% | -1.1% | +6.2% | +5.2% |
| 30D | -17.5% | +12.1% | -29.6% | -19.1% |
| 3M | -26.7% | +25.5% | -52.2% | -29.1% |
| 6M | +36.8% | -7.1% | +43.9% | +37.4% |
| YTD | +296.1% | +22.9% | +273.3% | +278.4% |
| 1Y | +1,810.6% | +83.3% | +1,727.3% | +1,624.7% |
| 3Y | +2,587.6% | +808.5% | +1,779.0% | +1,807.4% |
| 5Y | +601.7% | +838.0% | -236.2% | +373.7% |
| All | +1,472.1% | +427.6% | +1,044.5% | +1,048.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling