+456.7%
AXTI vs IEF
-1.9%
+458.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.5% | -7.9% | -6.1% |
| 7D | -26.2% | +0.9% | -27.0% | -24.5% |
| 30D | -45.1% | +3.1% | -48.2% | -42.2% |
| 3M | -27.2% | -1.4% | -25.8% | -27.3% |
| 6M | -55.2% | -1.6% | -53.6% | -54.6% |
| YTD | +190.8% | -2.1% | +192.9% | +181.2% |
| 1Y | +456.7% | -2.0% | +458.7% | +446.8% |
| All | +456.7% | -1.9% | +458.6% | +446.8% |
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