+1,982.4%
AXTI vs IJR
+25.5%
+1,956.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.4% | +9.3% | +8.8% |
| 7D | +5.1% | -0.2% | +5.3% | +5.7% |
| 30D | -10.2% | -2.4% | -7.7% | -3.9% |
| 3M | -41.8% | +3.9% | -45.8% | -45.3% |
| 6M | +57.5% | +12.4% | +45.1% | +23.0% |
| YTD | +277.0% | +21.5% | +255.5% | +158.5% |
| 1Y | +1,982.4% | +24.0% | +1,958.5% | +1,349.6% |
| All | +1,982.4% | +25.5% | +1,956.9% | +1,349.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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