+456.7%
AXTI vs IOVA
+362.8%
+93.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.5% | -5.9% | -7.1% |
| 7D | -26.2% | -41.3% | +15.1% | -19.3% |
| 30D | -45.1% | -38.5% | -6.6% | -40.6% |
| 3M | -27.2% | +99.5% | -126.7% | -37.9% |
| 6M | -55.2% | +126.0% | -181.1% | -63.2% |
| YTD | +190.8% | +218.7% | -27.9% | +120.9% |
| 1Y | +456.7% | +378.0% | +78.7% | +343.3% |
| All | +456.7% | +362.8% | +93.9% | +343.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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