+749.7%
AXTI vs IP
+31.6%
+718.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.9% | +7.5% | +9.2% |
| 7D | -11.0% | -3.0% | -7.9% | -9.7% |
| 30D | -37.3% | +10.6% | -47.9% | -39.8% |
| 3M | -51.6% | -13.6% | -38.0% | -49.0% |
| 6M | -63.1% | +10.4% | -73.5% | -66.4% |
| YTD | +162.4% | -6.5% | +168.9% | +154.0% |
| 1Y | +353.6% | -2.1% | +355.7% | +325.4% |
| 3Y | +1,972.9% | +22.0% | +1,951.0% | +1,491.1% |
| 5Y | +370.0% | -9.7% | +379.7% | +322.8% |
| 10Y | +749.7% | +26.8% | +722.9% | +539.7% |
| All | +749.7% | +31.6% | +718.1% | +539.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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