+39.6%
IWM vs AXTI
+643.4%
-603.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -1.3% |
| 7D | -1.1% | +21.0% | -22.1% | -2.7% |
| 30D | -3.1% | -6.6% | +3.5% | -3.1% |
| 3M | +2.2% | -12.1% | +14.3% | +0.6% |
| 6M | +15.1% | +78.7% | -63.6% | +2.9% |
| YTD | +18.6% | +321.5% | -302.9% | -5.1% |
| 1Y | +24.0% | +2,166.8% | -2,142.8% | -18.7% |
| 3Y | +63.7% | +2,807.6% | -2,743.9% | -7.3% |
| All | +39.6% | +643.4% | -603.8% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling