+63.3%
IWM vs AXTI
+2,795.4%
-2,732.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -1.3% |
| 7D | -1.1% | +21.0% | -22.1% | -2.3% |
| 30D | -3.1% | -6.6% | +3.5% | -3.1% |
| 3M | +2.2% | -12.1% | +14.3% | +1.1% |
| 6M | +15.1% | +78.7% | -63.6% | +6.2% |
| YTD | +18.6% | +321.5% | -302.9% | +1.2% |
| 1Y | +24.0% | +2,166.8% | -2,142.8% | -8.1% |
| All | +63.3% | +2,795.4% | -2,732.1% | +13.3% |
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 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