+12.1%
IVV vs AXTI
+313.1%
-301.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.3% | +7.0% | -0.1% |
| 7D | +3.3% | +18.6% | -15.2% | +2.7% |
| 30D | -2.7% | -32.6% | +30.0% | -1.8% |
| 3M | -1.7% | -44.5% | +42.8% | -0.6% |
| 6M | +3.2% | -64.6% | +67.7% | +4.4% |
| YTD | +12.0% | +166.3% | -154.3% | +5.2% |
| 1Y | +12.1% | +296.5% | -284.4% | +3.3% |
| All | +12.1% | +313.1% | -301.0% | +3.3% |
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 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