-7.5%
IGV vs AXTI
+504.8%
-512.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.4% | +8.3% | +1.1% |
| 7D | -7.5% | -26.2% | +18.7% | -6.7% |
| 30D | -5.6% | -45.1% | +39.5% | -4.3% |
| 3M | +1.5% | -27.2% | +28.7% | +1.7% |
| 6M | +17.1% | -55.2% | +72.3% | +18.0% |
| YTD | -2.0% | +190.8% | -192.8% | -11.8% |
| 1Y | -7.5% | +456.7% | -464.2% | -23.6% |
| All | -7.5% | +504.8% | -512.4% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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