+766.3%
IVV vs AXTI
+34.9%
+731.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +19.5% | -18.2% | -0.2% |
| 7D | -0.9% | -1.2% | +0.3% | -1.2% |
| 30D | -2.3% | -24.2% | +21.9% | -1.0% |
| 3M | -1.2% | -36.3% | +35.2% | +0.7% |
| 6M | +3.3% | -62.7% | +66.0% | +6.7% |
| YTD | +12.3% | +187.3% | -174.9% | -6.5% |
| 1Y | +12.5% | +344.8% | -332.3% | -10.3% |
| 3Y | +79.2% | +2,272.2% | -2,193.1% | +12.0% |
| 5Y | +75.6% | +419.6% | -343.9% | +23.3% |
| 10Y | +313.4% | +888.8% | -575.5% | +149.7% |
| All | +766.3% | +34.9% | +731.4% | +388.2% |
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