+2,540.2%
AXTI vs XHB
+163.2%
+2,377.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.1% |
| 7D | +21.0% | -1.9% | +22.9% | +22.1% |
| 30D | -6.6% | -8.3% | +1.7% | -2.5% |
| 3M | -12.1% | -7.1% | -4.9% | -9.6% |
| 6M | +78.7% | -5.3% | +84.0% | +79.5% |
| YTD | +321.5% | -3.2% | +324.7% | +314.2% |
| 1Y | +2,166.8% | -13.9% | +2,180.6% | +2,261.7% |
| 3Y | +2,807.6% | +24.9% | +2,782.7% | +2,426.1% |
| 5Y | +651.5% | +34.5% | +617.0% | +528.6% |
| 10Y | +1,560.5% | +215.5% | +1,345.0% | +839.3% |
| All | +2,540.2% | +163.2% | +2,377.0% | +1,463.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling