+743.4%
AXTI vs IDXX
-26.5%
+769.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +5.1% | -5.7% | +10.8% | +7.1% |
| 30D | -17.5% | -11.5% | -5.9% | -14.4% |
| 3M | -26.7% | -9.5% | -17.1% | -26.1% |
| 6M | +36.8% | -16.0% | +52.7% | +40.6% |
| YTD | +296.1% | -25.4% | +321.5% | +330.2% |
| 1Y | +1,810.6% | -21.8% | +1,832.4% | +1,909.9% |
| 3Y | +2,587.6% | +7.0% | +2,580.5% | +2,234.4% |
| All | +743.4% | -26.5% | +769.9% | +743.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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