+322.1%
IVV vs AXTI
+1,517.6%
-1,195.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -0.4% | +21.0% | -21.4% | -1.7% |
| 30D | -1.4% | -6.6% | +5.3% | -1.4% |
| 3M | +3.7% | -12.1% | +15.8% | +2.2% |
| 6M | +13.0% | +78.7% | -65.7% | +2.6% |
| YTD | +12.4% | +321.5% | -309.0% | -7.0% |
| 1Y | +18.6% | +2,166.8% | -2,148.2% | -16.7% |
| 3Y | +78.1% | +2,807.6% | -2,729.5% | +11.4% |
| 5Y | +82.3% | +651.5% | -569.2% | +28.4% |
| 10Y | +322.1% | +1,560.5% | -1,238.4% | +148.3% |
| All | +322.1% | +1,517.6% | -1,195.5% | +148.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling