+265.9%
AXTI vs IP
+85.1%
+180.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.0% | +5.6% |
| 7D | -29.4% | -5.1% | -24.3% | -28.1% |
| 30D | -51.3% | +8.5% | -59.8% | -52.6% |
| 3M | -48.3% | -13.8% | -34.4% | -45.9% |
| 6M | -62.9% | +5.7% | -68.7% | -64.9% |
| YTD | +137.8% | -9.1% | +146.9% | +134.1% |
| 1Y | +338.3% | -0.8% | +339.2% | +316.4% |
| 3Y | +1,590.4% | +14.8% | +1,575.6% | +1,374.5% |
| 5Y | +321.7% | -11.5% | +333.2% | +301.6% |
| 10Y | +655.0% | +27.9% | +627.0% | +523.9% |
| All | +265.9% | +85.1% | +180.8% | +122.4% |
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