+1,982.4%
AXTI vs IWF
+10.9%
+1,971.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.1% | +0.5% | +4.6% | +3.2% |
| 30D | -10.2% | -0.4% | -9.8% | -7.3% |
| 3M | -41.8% | -2.6% | -39.2% | -32.0% |
| 6M | +57.5% | +9.1% | +48.4% | +29.4% |
| YTD | +277.0% | +4.5% | +272.5% | +266.2% |
| 1Y | +1,982.4% | +10.1% | +1,972.3% | +1,356.8% |
| All | +1,982.4% | +10.9% | +1,971.5% | +1,356.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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