-35.3%
INIO vs AXTX
-74.2%
+38.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +25.3% | -20.3% | +1.7% |
| 7D | +12.1% | +49.3% | -37.2% | +5.8% |
| 30D | -20.2% | -49.1% | +28.9% | -16.0% |
| 3M | -35.3% | -72.6% | +37.3% | -37.8% |
| All | -35.3% | -74.2% | +38.9% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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 · Available span rolling