+1,982.4%
AXTI vs XLB
+17.4%
+1,965.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +10.0% | +9.7% |
| 7D | +5.1% | -1.4% | +6.5% | +5.4% |
| 30D | -10.2% | -0.4% | -9.8% | -10.1% |
| 3M | -41.8% | +2.0% | -43.8% | -41.8% |
| 6M | +57.5% | +1.8% | +55.7% | +57.0% |
| YTD | +277.0% | +16.6% | +260.4% | +246.1% |
| 1Y | +1,982.4% | +16.9% | +1,965.5% | +1,743.2% |
| All | +1,982.4% | +17.4% | +1,965.0% | +1,743.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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