+2,587.6%
AXTI vs IVZ
+134.7%
+2,452.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.7% |
| 7D | +5.1% | -2.4% | +7.5% | +6.9% |
| 30D | -17.5% | +3.0% | -20.5% | -19.5% |
| 3M | -26.7% | +14.9% | -41.5% | -33.1% |
| 6M | +36.8% | +36.7% | 0.0% | +8.8% |
| YTD | +296.1% | +25.7% | +270.5% | +234.4% |
| 1Y | +1,810.6% | +47.7% | +1,762.9% | +1,358.9% |
| 3Y | +2,587.6% | +138.8% | +2,448.7% | +1,377.0% |
| All | +2,587.6% | +134.7% | +2,452.8% | +1,377.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling