+538.1%
AXTI vs IP
-17.2%
+555.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.2% | +7.5% | +9.2% |
| 7D | +5.1% | -5.3% | +10.4% | +6.4% |
| 30D | -10.2% | -10.9% | +0.7% | -7.9% |
| 3M | -41.8% | +11.2% | -53.0% | -45.1% |
| 6M | +57.5% | -10.2% | +67.8% | +59.3% |
| YTD | +277.0% | -2.0% | +279.0% | +267.6% |
| 1Y | +1,982.4% | -19.1% | +2,001.5% | +2,071.8% |
| 3Y | +2,234.8% | +20.9% | +2,214.0% | +1,782.8% |
| All | +538.1% | -17.2% | +555.3% | +435.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling