+1,982.4%
AXTI vs IAU
+24.6%
+1,957.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.8% | +10.5% | +10.0% |
| 7D | +5.1% | -0.5% | +5.6% | +5.4% |
| 30D | -10.2% | +4.4% | -14.6% | -11.2% |
| 3M | -41.8% | -1.1% | -40.8% | -42.5% |
| 6M | +57.5% | -13.7% | +71.2% | +55.4% |
| YTD | +277.0% | +2.7% | +274.3% | +226.1% |
| 1Y | +1,982.4% | +24.6% | +1,957.8% | +827.7% |
| All | +1,982.4% | +24.6% | +1,957.9% | +827.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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