+743.4%
AXTI vs IQV
-0.1%
+743.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | +5.1% | -2.2% | +7.3% | +5.7% |
| 30D | -17.5% | +8.3% | -25.8% | -20.0% |
| 3M | -26.7% | +44.6% | -71.3% | -39.0% |
| 6M | +36.8% | +52.6% | -15.8% | +8.5% |
| YTD | +296.1% | +16.1% | +280.0% | +262.8% |
| 1Y | +1,810.6% | +37.3% | +1,773.3% | +1,484.8% |
| 3Y | +2,587.6% | +21.6% | +2,566.0% | +2,255.7% |
| All | +743.4% | -0.1% | +743.5% | +701.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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