+1,472.1%
AXTI vs IBN
+324.2%
+1,147.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.6% |
| 7D | +5.1% | -3.0% | +8.1% | +6.2% |
| 30D | -17.5% | -1.5% | -16.0% | -17.1% |
| 3M | -26.7% | +7.9% | -34.6% | -29.1% |
| 6M | +36.8% | +8.6% | +28.1% | +31.5% |
| YTD | +296.1% | -0.6% | +296.7% | +296.4% |
| 1Y | +1,810.6% | -7.3% | +1,817.9% | +1,852.5% |
| 3Y | +2,587.6% | +26.2% | +2,561.3% | +2,304.0% |
| 5Y | +601.7% | +57.8% | +543.9% | +471.9% |
| All | +1,472.1% | +324.2% | +1,147.9% | +837.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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