+1,982.4%
AXTI vs IYR
+8.4%
+1,974.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +9.0% |
| 7D | +5.1% | -1.2% | +6.4% | +4.0% |
| 30D | -10.2% | -2.9% | -7.3% | -12.6% |
| 3M | -41.8% | +0.8% | -42.7% | -42.3% |
| 6M | +57.5% | +1.9% | +55.7% | +51.1% |
| YTD | +277.0% | +9.6% | +267.4% | +269.5% |
| 1Y | +1,982.4% | +8.1% | +1,974.3% | +1,846.8% |
| All | +1,982.4% | +8.4% | +1,974.0% | +1,846.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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