-23.4%
AXTI vs INIO
-33.6%
+10.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +5.1% | +7.8% | +7.6% |
| 7D | +24.0% | +12.1% | +11.9% | +10.8% |
| 30D | -21.5% | -20.2% | -1.3% | +0.4% |
| 3M | -23.4% | -35.3% | +11.9% | +11.7% |
| All | -23.4% | -33.6% | +10.2% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 6mo: compounded portfolio wealth divided by compounded INIO 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…
6mo analysis · Full analysis span regression · Available span rolling