+80.3%
IVV vs AXTI
+1,953.1%
-1,872.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +10.4% | -8.0% | +1.9% |
| 7D | +0.1% | -11.0% | +11.1% | +0.4% |
| 30D | -3.3% | -37.3% | +34.0% | -1.9% |
| 3M | -2.4% | -51.6% | +49.2% | -0.5% |
| 6M | +2.6% | -63.1% | +65.7% | +4.4% |
| YTD | +11.3% | +162.4% | -151.2% | +2.1% |
| 1Y | +13.4% | +353.6% | -340.2% | +1.1% |
| 3Y | +80.3% | +1,972.9% | -1,892.7% | +47.6% |
| All | +80.3% | +1,953.1% | -1,872.8% | +47.6% |
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