+342.1%
AXTI vs IP
+85.8%
+256.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -1.3% | +20.8% | +19.9% |
| 7D | -1.2% | -2.8% | +1.6% | +0.1% |
| 30D | -24.2% | +9.2% | -33.4% | -26.5% |
| 3M | -36.3% | -16.1% | -20.2% | -32.9% |
| 6M | -62.7% | +9.6% | -72.2% | -65.1% |
| YTD | +187.3% | -8.8% | +196.1% | +182.6% |
| 1Y | +344.8% | -5.5% | +350.3% | +329.8% |
| 3Y | +2,272.2% | +19.6% | +2,252.6% | +1,939.2% |
| 5Y | +419.6% | -13.5% | +433.0% | +398.7% |
| 10Y | +888.8% | +22.4% | +866.4% | +728.1% |
| All | +342.1% | +85.8% | +256.2% | +168.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling