+1,424.0%
AXTI vs ITOT
+887.7%
+536.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.9% |
| 7D | +5.1% | -0.9% | +6.0% | +6.2% |
| 30D | -17.5% | -1.5% | -16.0% | -16.0% |
| 3M | -26.7% | +3.6% | -30.2% | -28.2% |
| 6M | +36.8% | +13.7% | +23.1% | +21.5% |
| YTD | +296.1% | +12.9% | +283.2% | +259.1% |
| 1Y | +1,810.6% | +17.2% | +1,793.4% | +1,596.5% |
| 3Y | +2,587.6% | +75.6% | +2,511.9% | +1,543.8% |
| 5Y | +601.7% | +75.5% | +526.3% | +343.4% |
| 10Y | +1,460.7% | +302.0% | +1,158.8% | +403.7% |
| All | +1,424.0% | +887.7% | +536.3% | +135.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling