+1,810.6%
AXTI vs XLI
+15.3%
+1,795.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -2.0% |
| 7D | +5.1% | -1.7% | +6.7% | +8.4% |
| 30D | -17.5% | -7.3% | -10.2% | -3.9% |
| 3M | -26.7% | -1.3% | -25.3% | -21.3% |
| 6M | +36.8% | +2.2% | +34.5% | +33.8% |
| YTD | +296.1% | +11.7% | +284.4% | +222.9% |
| 1Y | +1,810.6% | +14.3% | +1,796.4% | +1,447.0% |
| All | +1,810.6% | +15.3% | +1,795.3% | +1,447.0% |
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