+548.6%
AXTI vs IVZ
+238.6%
+310.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.6% |
| 7D | +21.0% | +1.2% | +19.8% | +20.3% |
| 30D | -6.6% | +1.8% | -8.4% | -7.3% |
| 3M | -12.1% | +15.7% | -27.8% | -16.1% |
| 6M | +78.7% | +36.3% | +42.4% | +59.4% |
| YTD | +321.5% | +24.9% | +296.5% | +290.0% |
| 1Y | +2,166.8% | +48.9% | +2,117.8% | +1,874.2% |
| 3Y | +2,807.6% | +136.8% | +2,670.8% | +2,017.7% |
| 5Y | +651.5% | +60.0% | +591.5% | +527.1% |
| 10Y | +1,560.5% | +63.4% | +1,497.1% | +1,180.1% |
| All | +548.6% | +238.6% | +310.0% | +216.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling