+761.4%
AXTI vs XLI
+1,097.3%
-335.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | +0.6% |
| 7D | +21.0% | -0.6% | +21.6% | +21.7% |
| 30D | -6.6% | -6.9% | +0.3% | +1.0% |
| 3M | -12.1% | -1.9% | -10.1% | -9.1% |
| 6M | +78.7% | +1.0% | +77.7% | +78.2% |
| YTD | +321.5% | +11.3% | +310.1% | +283.4% |
| 1Y | +2,166.8% | +15.8% | +2,151.0% | +1,907.3% |
| 3Y | +2,807.6% | +69.8% | +2,737.8% | +1,733.6% |
| 5Y | +651.5% | +80.9% | +570.6% | +352.4% |
| 10Y | +1,560.5% | +257.2% | +1,303.3% | +420.5% |
| All | +761.4% | +1,097.3% | -335.9% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling