+1,982.4%
AXTI vs IOT
+14.9%
+1,967.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.7% | +5.9% | +9.4% |
| 7D | +5.1% | -2.3% | +7.5% | +5.3% |
| 30D | -10.2% | +3.8% | -14.0% | -10.3% |
| 3M | -41.8% | +14.2% | -56.0% | -42.6% |
| 6M | +57.5% | +40.1% | +17.4% | +44.3% |
| YTD | +277.0% | +13.4% | +263.6% | +274.7% |
| 1Y | +1,982.4% | +12.2% | +1,970.3% | +2,058.6% |
| All | +1,982.4% | +14.9% | +1,967.6% | +2,058.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 1y: compounded portfolio wealth divided by compounded IOT 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…
1y analysis · Full analysis span regression · 6 months rolling