+99.7%
AXTI vs IBN
+1,463.9%
-1,364.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.5% |
| 7D | +21.0% | -5.1% | +26.1% | +22.4% |
| 30D | -6.6% | -3.5% | -3.1% | -5.9% |
| 3M | -12.1% | +11.3% | -23.4% | -14.3% |
| 6M | +78.7% | +4.4% | +74.3% | +76.2% |
| YTD | +321.5% | -1.8% | +323.3% | +323.0% |
| 1Y | +2,166.8% | -8.0% | +2,174.8% | +2,201.8% |
| 3Y | +2,807.6% | +27.1% | +2,780.5% | +2,627.4% |
| 5Y | +651.5% | +54.5% | +597.0% | +573.7% |
| 10Y | +1,560.5% | +314.2% | +1,246.3% | +1,065.6% |
| All | +99.7% | +1,463.9% | -1,364.2% | -21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling