+743.4%
AXTI vs XHB
+33.0%
+710.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -1.0% |
| 7D | +5.1% | -4.6% | +9.7% | +8.4% |
| 30D | -17.5% | -9.1% | -8.3% | -12.1% |
| 3M | -26.7% | -8.6% | -18.1% | -23.1% |
| 6M | +36.8% | -4.0% | +40.8% | +35.5% |
| YTD | +296.1% | -3.9% | +300.1% | +283.9% |
| 1Y | +1,810.6% | -16.5% | +1,827.1% | +1,970.1% |
| 3Y | +2,587.6% | +22.6% | +2,565.0% | +2,026.7% |
| All | +743.4% | +33.0% | +710.3% | +551.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling