+888.8%
AXTI vs IP
+22.3%
+866.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -1.3% | +20.8% | +20.0% |
| 7D | -1.2% | -2.8% | +1.6% | +0.3% |
| 30D | -24.2% | +9.2% | -33.4% | -26.9% |
| 3M | -36.3% | -16.1% | -20.2% | -32.2% |
| 6M | -62.7% | +9.6% | -72.2% | -65.9% |
| YTD | +187.3% | -8.8% | +196.1% | +180.5% |
| 1Y | +344.8% | -5.5% | +350.3% | +323.3% |
| 3Y | +2,272.2% | +19.6% | +2,252.6% | +1,731.1% |
| 5Y | +419.6% | -13.5% | +433.0% | +376.3% |
| 10Y | +888.8% | +22.4% | +866.4% | +673.6% |
| All | +888.8% | +22.3% | +866.6% | +673.6% |
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