+1,982.4%
AXTI vs XLI
+18.3%
+1,964.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.4% | +9.3% | +8.9% |
| 7D | +5.1% | -1.1% | +6.2% | +7.4% |
| 30D | -10.2% | -5.9% | -4.2% | +1.9% |
| 3M | -41.8% | -0.3% | -41.6% | -39.2% |
| 6M | +57.5% | +0.1% | +57.4% | +65.2% |
| YTD | +277.0% | +13.6% | +263.4% | +197.0% |
| 1Y | +1,982.4% | +17.2% | +1,965.2% | +1,550.5% |
| All | +1,982.4% | +18.3% | +1,964.1% | +1,550.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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