+2,759.3%
AXTI vs IBB
+63.1%
+2,696.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | 0.0% |
| 7D | +21.0% | -3.9% | +24.9% | +25.9% |
| 30D | -6.6% | +2.7% | -9.4% | -11.0% |
| 3M | -12.1% | +21.4% | -33.4% | -32.8% |
| 6M | +78.7% | +20.1% | +58.6% | +36.3% |
| YTD | +321.5% | +21.9% | +299.6% | +215.4% |
| 1Y | +2,166.8% | +44.1% | +2,122.7% | +1,218.2% |
| All | +2,759.3% | +63.1% | +2,696.2% | +1,462.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling