+1,590.4%
AXTI vs IP
+13.9%
+1,576.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.0% | +5.8% |
| 7D | -29.4% | -5.1% | -24.3% | -29.1% |
| 30D | -51.3% | +8.5% | -59.8% | -51.5% |
| 3M | -48.3% | -13.8% | -34.4% | -47.8% |
| 6M | -62.9% | +5.7% | -68.7% | -64.1% |
| YTD | +137.8% | -9.1% | +146.9% | +138.3% |
| 1Y | +338.3% | -0.8% | +339.2% | +326.5% |
| 3Y | +1,590.4% | +14.8% | +1,575.6% | +1,460.9% |
| All | +1,590.4% | +13.9% | +1,576.5% | +1,460.9% |
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 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