+1,472.1%
AXTI vs IOVA
+9.7%
+1,462.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.7% | -5.5% | -0.8% |
| 7D | +5.1% | -2.2% | +7.2% | +5.4% |
| 30D | -17.5% | +27.6% | -45.1% | -21.2% |
| 3M | -26.7% | +117.2% | -143.9% | -37.2% |
| 6M | +36.8% | +77.7% | -40.9% | +20.6% |
| YTD | +296.1% | +215.0% | +81.1% | +214.0% |
| 1Y | +1,810.6% | +255.4% | +1,555.2% | +1,360.6% |
| 3Y | +2,587.6% | +42.6% | +2,544.9% | +2,011.7% |
| 5Y | +601.7% | -62.2% | +664.0% | +513.9% |
| All | +1,472.1% | +9.7% | +1,462.4% | +1,233.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling