+554.7%
AXTI vs IRM
+3,886.7%
-3,332.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.7% | +13.5% | +13.1% |
| 7D | +24.0% | +1.6% | +22.3% | +23.3% |
| 30D | -21.5% | -4.2% | -17.3% | -20.0% |
| 3M | -23.4% | -5.4% | -18.0% | -21.7% |
| 6M | +114.9% | +12.0% | +102.9% | +110.4% |
| YTD | +325.4% | +42.0% | +283.4% | +288.5% |
| 1Y | +2,136.7% | +29.9% | +2,106.8% | +2,008.0% |
| 3Y | +2,835.0% | +104.4% | +2,730.7% | +2,330.7% |
| 5Y | +652.8% | +191.0% | +461.8% | +463.7% |
| 10Y | +1,513.9% | +417.1% | +1,096.8% | +901.6% |
| All | +554.7% | +3,886.7% | -3,332.0% | +158.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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