+671.2%
AXTI vs IEF
+126.7%
+544.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.8% | -5.3% | -7.0% |
| 7D | +15.1% | -1.2% | +16.3% | +13.6% |
| 30D | -12.3% | -1.5% | -10.8% | -13.7% |
| 3M | -24.1% | -1.7% | -22.5% | -25.5% |
| 6M | +46.0% | -3.5% | +49.6% | +40.3% |
| YTD | +295.7% | -2.6% | +298.4% | +284.8% |
| 1Y | +1,825.6% | -2.4% | +1,828.0% | +1,784.1% |
| 3Y | +2,630.0% | +8.9% | +2,621.0% | +2,913.9% |
| 5Y | +601.0% | -9.2% | +610.2% | +490.0% |
| 10Y | +1,459.0% | +3.9% | +1,455.2% | +1,537.9% |
| All | +671.2% | +126.7% | +544.5% | +5,246.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling