+769.5%
AXTI vs XLB
+813.8%
-44.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.0% | +13.8% | +13.6% |
| 7D | +24.0% | -0.2% | +24.2% | +24.1% |
| 30D | -21.5% | -1.7% | -19.7% | -20.7% |
| 3M | -23.4% | +4.4% | -27.7% | -27.3% |
| 6M | +114.9% | +5.0% | +109.9% | +103.0% |
| YTD | +325.4% | +15.5% | +310.0% | +273.2% |
| 1Y | +2,136.7% | +14.9% | +2,121.7% | +1,872.5% |
| 3Y | +2,835.0% | +34.5% | +2,800.5% | +2,277.4% |
| 5Y | +652.8% | +36.5% | +616.3% | +514.6% |
| 10Y | +1,513.9% | +159.6% | +1,354.3% | +769.7% |
| All | +769.5% | +813.8% | -44.3% | +97.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling