+38.0%
IGV vs AXTI
+2,618.5%
-2,580.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.5% | -0.3% |
| 7D | -5.4% | +15.1% | -20.5% | -6.1% |
| 30D | -2.6% | -12.3% | +9.7% | -2.4% |
| 3M | +10.5% | -24.1% | +34.7% | +10.2% |
| 6M | +18.2% | +46.0% | -27.9% | +11.6% |
| YTD | -4.2% | +295.7% | -299.9% | -16.7% |
| 1Y | -9.8% | +1,825.6% | -1,835.4% | -30.5% |
| All | +38.0% | +2,618.5% | -2,580.5% | +3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling