+5,464.8%
AXTI vs IAU
+858.9%
+4,605.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.7% | +14.6% | +13.3% |
| 7D | +24.0% | +0.7% | +23.2% | +23.6% |
| 30D | -21.5% | +0.3% | -21.8% | -21.5% |
| 3M | -23.4% | +0.7% | -24.1% | -23.3% |
| 6M | +114.9% | -15.5% | +130.4% | +122.5% |
| YTD | +325.4% | +1.0% | +324.5% | +319.8% |
| 1Y | +2,136.7% | +19.6% | +2,117.1% | +2,028.1% |
| 3Y | +2,835.0% | +125.4% | +2,709.6% | +2,298.4% |
| 5Y | +652.8% | +140.7% | +512.1% | +503.0% |
| 10Y | +1,513.9% | +218.1% | +1,295.8% | +1,121.4% |
| All | +5,464.8% | +858.9% | +4,605.9% | +3,395.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling