+2,489.9%
AXTI vs IP
+25.8%
+2,464.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.2% | +7.5% | +9.5% |
| 7D | +5.1% | -5.3% | +10.4% | +5.5% |
| 30D | -10.2% | -10.9% | +0.7% | -9.5% |
| 3M | -41.8% | +11.2% | -53.0% | -43.7% |
| 6M | +57.5% | -10.2% | +67.8% | +60.5% |
| YTD | +277.0% | -2.0% | +279.0% | +275.3% |
| 1Y | +1,982.4% | -19.1% | +2,001.5% | +2,088.7% |
| All | +2,489.9% | +25.8% | +2,464.1% | +2,192.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling