+1,076.4%
AXTI vs JEPI
+92.4%
+983.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.2% |
| 7D | +15.1% | -2.0% | +17.2% | +19.3% |
| 30D | -12.3% | -2.0% | -10.3% | -9.4% |
| 3M | -24.1% | +3.8% | -27.9% | -29.6% |
| 6M | +46.0% | +0.8% | +45.2% | +42.1% |
| YTD | +295.7% | +3.7% | +292.0% | +269.3% |
| 1Y | +1,825.6% | +7.1% | +1,818.5% | +1,607.5% |
| 3Y | +2,630.0% | +29.4% | +2,600.6% | +1,771.1% |
| 5Y | +601.0% | +40.8% | +560.2% | +329.1% |
| All | +1,076.4% | +92.4% | +983.9% | +269.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling