+1,483.6%
AXTI vs IBKR
+1,349.8%
+133.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.8% |
| 7D | +5.1% | -1.3% | +6.4% | +5.6% |
| 30D | -17.5% | -0.2% | -17.2% | -17.2% |
| 3M | -26.7% | +3.0% | -29.6% | -26.8% |
| 6M | +36.8% | +33.9% | +2.9% | +21.7% |
| YTD | +296.1% | +42.5% | +253.6% | +245.1% |
| 1Y | +1,810.6% | +44.9% | +1,765.8% | +1,569.7% |
| 3Y | +2,587.6% | +293.0% | +2,294.5% | +1,455.8% |
| 5Y | +601.7% | +497.7% | +104.1% | +240.5% |
| 10Y | +1,460.7% | +1,004.4% | +456.3% | +507.9% |
| All | +1,483.6% | +1,349.8% | +133.8% | +357.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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