+1,982.4%
AXTI vs IBB
+51.5%
+1,931.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.9% | +10.6% | +10.0% |
| 7D | +5.1% | +1.4% | +3.7% | +4.5% |
| 30D | -10.2% | +10.5% | -20.6% | -14.0% |
| 3M | -41.8% | +23.6% | -65.5% | -48.1% |
| 6M | +57.5% | +22.6% | +34.9% | +41.3% |
| YTD | +277.0% | +25.7% | +251.3% | +228.6% |
| 1Y | +1,982.4% | +51.4% | +1,931.1% | +1,610.8% |
| All | +1,982.4% | +51.5% | +1,931.0% | +1,610.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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