+4,433.6%
AXTI vs IAG
+378.9%
+4,054.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.1% | -1.2% |
| 7D | +21.0% | +1.7% | +19.3% | +20.6% |
| 30D | -6.6% | +11.4% | -18.1% | -8.1% |
| 3M | -12.1% | +33.0% | -45.1% | -14.9% |
| 6M | +78.7% | -6.0% | +84.7% | +79.6% |
| YTD | +321.5% | +24.6% | +296.9% | +306.2% |
| 1Y | +2,166.8% | +105.0% | +2,061.8% | +1,960.4% |
| 3Y | +2,807.6% | +837.9% | +1,969.7% | +2,057.7% |
| 5Y | +651.5% | +817.0% | -165.5% | +437.7% |
| 10Y | +1,560.5% | +425.3% | +1,135.2% | +1,081.8% |
| All | +4,433.6% | +378.9% | +4,054.7% | +3,474.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling