+1,810.6%
AXTI vs IVZ
+49.7%
+1,760.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -1.1% |
| 7D | +5.1% | -2.4% | +7.5% | +7.5% |
| 30D | -17.5% | +3.0% | -20.5% | -20.2% |
| 3M | -26.7% | +14.9% | -41.5% | -35.6% |
| 6M | +36.8% | +36.7% | 0.0% | -0.7% |
| YTD | +296.1% | +25.7% | +270.5% | +204.7% |
| 1Y | +1,810.6% | +47.7% | +1,762.9% | +1,189.4% |
| All | +1,810.6% | +49.7% | +1,760.9% | +1,189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling