+1,513.9%
AXTI vs IP
+20.7%
+1,493.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.0% | +14.9% | +13.6% |
| 7D | +24.0% | +0.1% | +23.9% | +23.9% |
| 30D | -21.5% | -11.2% | -10.2% | -17.9% |
| 3M | -23.4% | +12.3% | -35.7% | -30.0% |
| 6M | +114.9% | -5.2% | +120.1% | +107.4% |
| YTD | +325.4% | -4.0% | +329.4% | +307.9% |
| 1Y | +2,136.7% | -19.2% | +2,155.9% | +2,189.6% |
| 3Y | +2,835.0% | +20.3% | +2,814.7% | +2,176.5% |
| 5Y | +652.8% | -17.5% | +670.3% | +612.2% |
| 10Y | +1,513.9% | +21.2% | +1,492.8% | +978.9% |
| All | +1,513.9% | +20.7% | +1,493.2% | +978.9% |
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