+743.4%
AXTI vs IEFA
+50.2%
+693.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -1.6% |
| 7D | +5.1% | -1.6% | +6.6% | +7.8% |
| 30D | -17.5% | -1.5% | -16.0% | -15.2% |
| 3M | -26.7% | +3.4% | -30.1% | -29.1% |
| 6M | +36.8% | +9.5% | +27.3% | +19.7% |
| YTD | +296.1% | +13.0% | +283.1% | +229.5% |
| 1Y | +1,810.6% | +18.0% | +1,792.6% | +1,410.2% |
| 3Y | +2,587.6% | +65.4% | +2,522.2% | +1,234.4% |
| All | +743.4% | +50.2% | +693.2% | +454.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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