+36.8%
AXTI vs IJH
+9.6%
+27.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.9% |
| 7D | +5.1% | -1.9% | +6.9% | +10.1% |
| 30D | -17.5% | -4.6% | -12.8% | -6.0% |
| 3M | -26.7% | -1.2% | -25.5% | -21.0% |
| 6M | +36.8% | +9.4% | +27.4% | +17.2% |
| All | +36.8% | +9.6% | +27.2% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 6mo: compounded portfolio wealth divided by compounded IJH 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…
6mo analysis · Full analysis span regression · 6 months rolling