+456.7%
AXTI vs XHB
+5.8%
+450.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +5.4% | -12.8% | -5.6% |
| 7D | -26.2% | +9.7% | -35.9% | -23.9% |
| 30D | -45.1% | +11.7% | -56.8% | -43.1% |
| 3M | -27.2% | -1.4% | -25.8% | -26.1% |
| 6M | -55.2% | +6.8% | -61.9% | -53.0% |
| YTD | +190.8% | +5.5% | +185.3% | +197.0% |
| 1Y | +456.7% | +5.1% | +451.5% | +473.4% |
| All | +456.7% | +5.8% | +450.9% | +473.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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