+742.4%
AXTI vs IAG
+813.2%
-70.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.2% | -3.9% | -5.6% |
| 7D | +15.1% | -4.1% | +19.2% | +16.1% |
| 30D | -12.3% | +10.6% | -22.9% | -14.4% |
| 3M | -24.1% | +35.4% | -59.5% | -28.4% |
| 6M | +46.0% | -9.5% | +55.6% | +47.0% |
| YTD | +295.7% | +21.8% | +273.9% | +272.1% |
| 1Y | +1,825.6% | +84.1% | +1,741.5% | +1,580.4% |
| 3Y | +2,630.0% | +817.4% | +1,812.6% | +1,652.8% |
| All | +742.4% | +813.2% | -70.7% | +412.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling