+51.3%
AXTI vs IBB
+560.8%
-509.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.9% | +10.6% | +10.4% |
| 7D | +5.1% | +1.4% | +3.7% | +3.8% |
| 30D | -10.2% | +10.5% | -20.6% | -17.7% |
| 3M | -41.8% | +23.6% | -65.5% | -51.8% |
| 6M | +57.5% | +22.6% | +34.9% | +31.0% |
| YTD | +277.0% | +25.7% | +251.3% | +207.8% |
| 1Y | +1,982.4% | +51.4% | +1,931.1% | +1,361.6% |
| 3Y | +2,234.8% | +64.4% | +2,170.5% | +1,496.3% |
| 5Y | +528.3% | +22.1% | +506.2% | +440.7% |
| 10Y | +1,310.5% | +132.5% | +1,178.1% | +665.6% |
| All | +51.3% | +560.8% | -509.5% | -74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling