+1,810.6%
AXTI vs IAU
+19.7%
+1,790.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +5.1% | -2.0% | +7.1% | +5.9% |
| 30D | -17.5% | -1.5% | -15.9% | -16.7% |
| 3M | -26.7% | +3.3% | -29.9% | -27.3% |
| 6M | +36.8% | -16.2% | +53.0% | +35.7% |
| YTD | +296.1% | +0.7% | +295.5% | +245.7% |
| 1Y | +1,810.6% | +19.2% | +1,791.4% | +923.3% |
| All | +1,810.6% | +19.7% | +1,790.9% | +923.3% |
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