+1,810.6%
AXTI vs IWD
+28.9%
+1,781.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.9% |
| 7D | +5.1% | -0.8% | +5.9% | +6.8% |
| 30D | -17.5% | -0.8% | -16.6% | -17.0% |
| 3M | -26.7% | +6.9% | -33.6% | -40.9% |
| 6M | +36.8% | +18.3% | +18.5% | -21.6% |
| YTD | +296.1% | +22.4% | +273.8% | +115.7% |
| 1Y | +1,810.6% | +27.4% | +1,783.2% | +863.1% |
| All | +1,810.6% | +28.9% | +1,781.7% | +863.1% |
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