+1,810.6%
AXTI vs IOT
-1.6%
+1,812.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +5.1% | -4.5% | +9.6% | +5.3% |
| 30D | -17.5% | -2.4% | -15.0% | -17.3% |
| 3M | -26.7% | +19.0% | -45.7% | -28.1% |
| 6M | +36.8% | +19.6% | +17.1% | +35.5% |
| YTD | +296.1% | +8.3% | +287.9% | +302.7% |
| 1Y | +1,810.6% | -0.8% | +1,811.4% | +2,037.7% |
| All | +1,810.6% | -1.6% | +1,812.2% | +2,037.7% |
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