+2,587.6%
AXTI vs XLB
+31.1%
+2,556.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.3% |
| 7D | +5.1% | -2.8% | +7.9% | +8.4% |
| 30D | -17.5% | -3.1% | -14.4% | -14.8% |
| 3M | -26.7% | -0.2% | -26.5% | -28.4% |
| 6M | +36.8% | +3.1% | +33.7% | +26.3% |
| YTD | +296.1% | +13.3% | +282.9% | +216.4% |
| 1Y | +1,810.6% | +12.0% | +1,798.6% | +1,453.4% |
| 3Y | +2,587.6% | +31.4% | +2,556.1% | +1,892.4% |
| All | +2,587.6% | +31.1% | +2,556.4% | +1,892.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling