-74.6%
AXTX vs IAG
+16.4%
-91.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -2.2% | -9.5% | -8.7% |
| 7D | +28.3% | -4.1% | +32.4% | +34.5% |
| 30D | -33.9% | +10.6% | -44.6% | -43.6% |
| 3M | -72.3% | +35.4% | -107.7% | -79.1% |
| All | -74.6% | +16.4% | -91.0% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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 · Available span rolling