+303.5%
AXTI vs JEPI
+7.1%
+296.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | -3.3% | -19.5% | -14.8% |
| 7D | -39.7% | -2.7% | -37.0% | -34.0% |
| 30D | -56.3% | -0.3% | -56.1% | -54.3% |
| 3M | -46.5% | -1.3% | -45.2% | -43.3% |
| 6M | -65.9% | +2.5% | -68.4% | -66.7% |
| YTD | +124.6% | +4.0% | +120.6% | +119.0% |
| 1Y | +303.5% | +6.8% | +296.7% | +274.1% |
| All | +303.5% | +7.1% | +296.4% | +274.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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