+78.7%
AXTI vs IYR
+3.8%
+74.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -2.8% |
| 7D | +21.0% | -0.9% | +21.9% | +19.3% |
| 30D | -6.6% | -2.4% | -4.3% | -10.1% |
| 3M | -12.1% | -2.0% | -10.0% | -15.2% |
| 6M | +78.7% | +2.5% | +76.2% | +61.4% |
| All | +78.7% | +3.8% | +74.9% | +61.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling