+1,472.1%
AXTI vs IBB
+125.5%
+1,346.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +5.1% | -4.2% | +9.3% | +9.4% |
| 30D | -17.5% | +1.1% | -18.6% | -19.4% |
| 3M | -26.7% | +19.0% | -45.7% | -39.7% |
| 6M | +36.8% | +18.9% | +17.9% | +11.3% |
| YTD | +296.1% | +20.3% | +275.8% | +219.9% |
| 1Y | +1,810.6% | +41.5% | +1,769.1% | +1,208.5% |
| 3Y | +2,587.6% | +60.3% | +2,527.3% | +1,597.5% |
| 5Y | +601.7% | +18.7% | +583.0% | +483.7% |
| All | +1,472.1% | +125.5% | +1,346.6% | +774.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling