+601.0%
AXTI vs IOVA
-66.4%
+667.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.4% | -2.7% | -5.5% |
| 7D | +15.1% | -6.4% | +21.6% | +16.5% |
| 30D | -12.3% | +25.4% | -37.7% | -16.0% |
| 3M | -24.1% | +115.3% | -139.5% | -35.3% |
| 6M | +46.0% | +56.5% | -10.5% | +30.6% |
| YTD | +295.7% | +198.2% | +97.6% | +214.4% |
| 1Y | +1,825.6% | +242.0% | +1,583.6% | +1,373.4% |
| 3Y | +2,630.0% | +36.8% | +2,593.2% | +2,084.4% |
| 5Y | +601.0% | -64.3% | +665.2% | +538.8% |
| All | +601.0% | -66.4% | +667.4% | +538.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling