+651.5%
AXTI vs IBB
+20.0%
+631.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | 0.0% |
| 7D | +21.0% | -3.9% | +24.9% | +25.6% |
| 30D | -6.6% | +2.7% | -9.4% | -10.6% |
| 3M | -12.1% | +21.4% | -33.4% | -30.7% |
| 6M | +78.7% | +20.1% | +58.6% | +40.7% |
| YTD | +321.5% | +21.9% | +299.6% | +227.7% |
| 1Y | +2,166.8% | +44.1% | +2,122.7% | +1,345.0% |
| 3Y | +2,807.6% | +63.4% | +2,744.2% | +1,610.4% |
| 5Y | +651.5% | +19.8% | +631.7% | +599.7% |
| All | +651.5% | +20.0% | +631.5% | +599.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling