+1,982.4%
AXTI vs VNQ
+9.6%
+1,972.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.3% | +9.1% |
| 7D | +5.1% | -1.3% | +6.4% | +4.1% |
| 30D | -10.2% | -2.9% | -7.2% | -12.4% |
| 3M | -41.8% | +0.8% | -42.6% | -42.6% |
| 6M | +57.5% | +2.5% | +55.1% | +49.8% |
| YTD | +277.0% | +10.6% | +266.4% | +260.0% |
| 1Y | +1,982.4% | +9.1% | +1,973.4% | +1,806.0% |
| All | +1,982.4% | +9.6% | +1,972.9% | +1,806.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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