+46.6%
AXTI vs IYR
+690.9%
-644.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.4% |
| 7D | +21.0% | -0.9% | +21.9% | +21.5% |
| 30D | -6.6% | -2.4% | -4.3% | -5.7% |
| 3M | -12.1% | -2.0% | -10.0% | -12.2% |
| 6M | +78.7% | +2.5% | +76.2% | +73.6% |
| YTD | +321.5% | +8.3% | +313.2% | +297.8% |
| 1Y | +2,166.8% | +6.5% | +2,160.3% | +2,054.6% |
| 3Y | +2,807.6% | +29.3% | +2,778.3% | +2,412.2% |
| 5Y | +651.5% | +5.7% | +645.8% | +623.8% |
| 10Y | +1,560.5% | +69.2% | +1,491.3% | +1,186.7% |
| All | +46.6% | +690.9% | -644.3% | -72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling