+1,982.4%
AXTI vs XLRE
+9.1%
+1,973.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +9.0% |
| 7D | +5.1% | -1.2% | +6.4% | +4.1% |
| 30D | -10.2% | -2.8% | -7.3% | -12.5% |
| 3M | -41.8% | -0.2% | -41.7% | -42.4% |
| 6M | +57.5% | +1.9% | +55.6% | +51.2% |
| YTD | +277.0% | +10.6% | +266.4% | +268.6% |
| 1Y | +1,982.4% | +8.8% | +1,973.6% | +1,863.0% |
| All | +1,982.4% | +9.1% | +1,973.3% | +1,863.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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