+46.0%
AXTI vs IOT
+12.7%
+33.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -6.2% |
| 7D | +15.1% | -0.8% | +15.9% | +15.0% |
| 30D | -12.3% | -4.7% | -7.6% | -12.5% |
| 3M | -24.1% | +17.8% | -41.9% | -22.9% |
| 6M | +46.0% | +16.8% | +29.2% | +43.1% |
| All | +46.0% | +12.7% | +33.4% | +43.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling