+1,232.9%
AXTI vs IRE
-84.0%
+1,316.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.8% | +5.9% | +0.4% |
| 7D | +21.0% | +29.0% | -8.0% | +15.0% |
| 30D | -6.6% | +24.2% | -30.9% | -11.0% |
| 3M | -12.1% | -53.2% | +41.1% | -8.5% |
| 6M | +78.7% | -36.0% | +114.8% | +74.0% |
| YTD | +321.5% | -51.0% | +372.5% | +280.0% |
| All | +1,232.9% | -84.0% | +1,316.9% | +1,252.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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