+2,584.6%
AXTI vs IAG
+796.9%
+1,787.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.2% | -3.9% | -5.5% |
| 7D | +15.1% | -4.1% | +19.2% | +16.3% |
| 30D | -12.3% | +10.6% | -22.9% | -14.9% |
| 3M | -24.1% | +35.4% | -59.5% | -29.3% |
| 6M | +46.0% | -9.5% | +55.6% | +46.2% |
| YTD | +295.7% | +21.8% | +273.9% | +265.9% |
| 1Y | +1,825.6% | +84.1% | +1,741.5% | +1,536.0% |
| All | +2,584.6% | +796.9% | +1,787.8% | +1,579.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling