+2,587.6%
AXTI vs IEF
+9.0%
+2,578.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | 0.0% |
| 7D | +5.1% | -1.3% | +6.4% | +4.2% |
| 30D | -17.5% | -1.7% | -15.7% | -18.3% |
| 3M | -26.7% | -2.5% | -24.2% | -27.7% |
| 6M | +36.8% | -3.3% | +40.0% | +34.3% |
| YTD | +296.1% | -2.8% | +299.0% | +289.3% |
| 1Y | +1,810.6% | -2.7% | +1,813.3% | +1,782.6% |
| 3Y | +2,587.6% | +8.9% | +2,578.6% | +2,434.6% |
| All | +2,587.6% | +9.0% | +2,578.6% | +2,434.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling