+22.9%
IWM vs AXTI
+1,987.1%
-1,964.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.1% | -0.8% |
| 7D | -2.5% | +15.1% | -17.7% | -3.1% |
| 30D | -4.4% | -12.3% | +7.9% | -4.2% |
| 3M | +2.2% | -24.1% | +26.4% | +2.1% |
| 6M | +14.0% | +46.0% | -32.0% | +8.6% |
| YTD | +17.4% | +295.7% | -278.4% | +4.9% |
| 1Y | +22.9% | +1,825.6% | -1,802.6% | +0.7% |
| All | +22.9% | +1,987.1% | -1,964.1% | +0.7% |
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