+2,587.6%
AXTI vs ITOT
+75.8%
+2,511.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -2.0% |
| 7D | +5.1% | -0.9% | +6.0% | +7.3% |
| 30D | -17.5% | -1.5% | -16.0% | -14.5% |
| 3M | -26.7% | +3.6% | -30.2% | -30.3% |
| 6M | +36.8% | +13.7% | +23.1% | +6.0% |
| YTD | +296.1% | +12.9% | +283.2% | +218.7% |
| 1Y | +1,810.6% | +17.2% | +1,793.4% | +1,373.7% |
| 3Y | +2,587.6% | +75.6% | +2,511.9% | +1,029.2% |
| All | +2,587.6% | +75.8% | +2,511.8% | +1,029.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling