+2,587.6%
AXTI vs IYR
+29.0%
+2,558.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | +5.1% | -1.4% | +6.4% | +5.8% |
| 30D | -17.5% | -2.7% | -14.8% | -16.5% |
| 3M | -26.7% | -2.1% | -24.5% | -27.2% |
| 6M | +36.8% | +3.6% | +33.2% | +28.8% |
| YTD | +296.1% | +8.1% | +288.0% | +260.5% |
| 1Y | +1,810.6% | +4.7% | +1,805.9% | +1,678.7% |
| 3Y | +2,587.6% | +29.1% | +2,558.4% | +1,974.1% |
| All | +2,587.6% | +29.0% | +2,558.6% | +1,974.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling