+2,587.6%
AXTI vs JEPI
+30.1%
+2,557.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -1.4% |
| 7D | +5.1% | -1.0% | +6.1% | +7.3% |
| 30D | -17.5% | -1.4% | -16.0% | -15.3% |
| 3M | -26.7% | +3.5% | -30.2% | -32.8% |
| 6M | +36.8% | +1.9% | +34.8% | +28.9% |
| YTD | +296.1% | +4.4% | +291.7% | +258.0% |
| 1Y | +1,810.6% | +7.2% | +1,803.4% | +1,542.2% |
| 3Y | +2,587.6% | +29.8% | +2,557.8% | +1,656.7% |
| All | +2,587.6% | +30.1% | +2,557.5% | +1,656.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling