+165.3%
IWM vs AXTI
+1,481.9%
-1,316.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.1% | -0.4% |
| 7D | -2.5% | +15.1% | -17.7% | -4.1% |
| 30D | -4.4% | -12.3% | +7.9% | -3.8% |
| 3M | +2.2% | -24.1% | +26.4% | +1.7% |
| 6M | +14.0% | +46.0% | -32.0% | +1.1% |
| YTD | +17.4% | +295.7% | -278.4% | -11.0% |
| 1Y | +22.9% | +1,825.6% | -1,802.6% | -25.8% |
| 3Y | +62.1% | +2,630.0% | -2,567.9% | -18.6% |
| 5Y | +38.2% | +601.0% | -562.8% | -17.1% |
| All | +165.3% | +1,481.9% | -1,316.7% | +26.2% |
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 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