+945.1%
IGV vs AXTI
+179.4%
+765.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.7% |
| 7D | -1.5% | +21.0% | -22.5% | -3.7% |
| 30D | -3.0% | -6.6% | +3.6% | -3.1% |
| 3M | +9.6% | -12.1% | +21.6% | +6.8% |
| 6M | +16.1% | +78.7% | -62.6% | 0.0% |
| YTD | -3.6% | +321.5% | -325.1% | -27.7% |
| 1Y | -7.8% | +2,166.8% | -2,174.6% | -45.2% |
| 3Y | +40.0% | +2,807.6% | -2,767.6% | -28.5% |
| 5Y | +21.2% | +651.5% | -630.3% | -28.3% |
| 10Y | +364.4% | +1,560.5% | -1,196.1% | +120.9% |
| All | +945.1% | +179.4% | +765.6% | +497.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling