+909.6%
AXTI vs IOVA
-91.7%
+1,001.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.0% | +13.9% | +12.9% |
| 7D | +24.0% | +5.1% | +18.9% | +23.7% |
| 30D | -21.5% | +37.2% | -58.7% | -22.5% |
| 3M | -23.4% | +117.5% | -140.9% | -26.0% |
| 6M | +114.9% | +69.6% | +45.3% | +109.2% |
| YTD | +325.4% | +218.7% | +106.8% | +304.0% |
| 1Y | +2,136.7% | +265.5% | +1,871.1% | +2,006.6% |
| 3Y | +2,835.0% | +46.2% | +2,788.8% | +2,694.4% |
| 5Y | +652.8% | -63.2% | +716.1% | +629.6% |
| 10Y | +1,513.9% | +6.1% | +1,507.8% | +1,440.8% |
| All | +909.6% | -91.7% | +1,001.3% | +838.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling