+1,982.4%
AXTI vs IEF
-0.2%
+1,982.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.6% |
| 7D | +5.1% | -0.3% | +5.4% | +4.4% |
| 30D | -10.2% | -0.8% | -9.4% | -11.8% |
| 3M | -41.8% | -1.0% | -40.9% | -42.8% |
| 6M | +57.5% | -2.8% | +60.3% | +41.1% |
| YTD | +277.0% | -1.5% | +278.5% | +260.6% |
| 1Y | +1,982.4% | -0.4% | +1,982.9% | +2,078.0% |
| All | +1,982.4% | -0.2% | +1,982.7% | +2,078.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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