+743.4%
AXTI vs XLI
+80.9%
+662.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -1.6% |
| 7D | +5.1% | -1.7% | +6.7% | +7.8% |
| 30D | -17.5% | -7.3% | -10.2% | -6.5% |
| 3M | -26.7% | -1.3% | -25.3% | -23.2% |
| 6M | +36.8% | +2.2% | +34.5% | +33.1% |
| YTD | +296.1% | +11.7% | +284.4% | +240.0% |
| 1Y | +1,810.6% | +14.3% | +1,796.4% | +1,511.4% |
| 3Y | +2,587.6% | +70.3% | +2,517.2% | +1,289.5% |
| All | +743.4% | +80.9% | +662.4% | +321.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling