+1,982.4%
AXTI vs IWD
+30.5%
+1,952.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +11.2% |
| 7D | +5.1% | -0.3% | +5.4% | +5.6% |
| 30D | -10.2% | +0.6% | -10.7% | -12.5% |
| 3M | -41.8% | +7.2% | -49.1% | -52.5% |
| 6M | +57.5% | +16.2% | +41.3% | -0.3% |
| YTD | +277.0% | +23.3% | +253.7% | +108.5% |
| 1Y | +1,982.4% | +29.6% | +1,952.9% | +1,049.0% |
| All | +1,982.4% | +30.5% | +1,952.0% | +1,049.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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