+303.5%
AXTI vs XLRE
+11.7%
+291.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | -1.8% | -20.9% | -24.6% |
| 7D | -39.7% | +2.9% | -42.6% | -37.4% |
| 30D | -56.3% | +7.8% | -64.1% | -52.2% |
| 3M | -46.5% | -1.2% | -45.3% | -46.1% |
| 6M | -65.9% | +2.0% | -67.9% | -64.9% |
| YTD | +124.6% | +12.4% | +112.2% | +128.0% |
| 1Y | +303.5% | +12.1% | +291.5% | +311.4% |
| All | +303.5% | +11.7% | +291.8% | +311.4% |
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