+743.4%
AXTI vs IJR
+39.9%
+703.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.7% |
| 7D | +5.1% | -2.2% | +7.2% | +8.6% |
| 30D | -17.5% | -4.6% | -12.9% | -11.0% |
| 3M | -26.7% | +0.2% | -26.9% | -26.0% |
| 6M | +36.8% | +14.7% | +22.0% | +13.3% |
| YTD | +296.1% | +18.9% | +277.3% | +217.4% |
| 1Y | +1,810.6% | +19.9% | +1,790.7% | +1,431.2% |
| 3Y | +2,587.6% | +53.0% | +2,534.5% | +1,552.5% |
| All | +743.4% | +39.9% | +703.4% | +527.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling