+2,136.7%
AXTI vs IP
-21.3%
+2,158.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.0% | +14.9% | +12.2% |
| 7D | +24.0% | +0.1% | +23.9% | +24.0% |
| 30D | -21.5% | -11.2% | -10.2% | -24.4% |
| 3M | -23.4% | +12.3% | -35.7% | -21.8% |
| 6M | +114.9% | -5.2% | +120.1% | +120.0% |
| YTD | +325.4% | -4.0% | +329.4% | +354.0% |
| 1Y | +2,136.7% | -19.2% | +2,155.9% | +2,117.3% |
| All | +2,136.7% | -21.3% | +2,158.0% | +2,117.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling