+2,587.6%
AXTI vs XLRE
+31.2%
+2,556.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | +5.1% | -1.2% | +6.2% | +5.6% |
| 30D | -17.5% | -2.4% | -15.1% | -16.7% |
| 3M | -26.7% | -2.5% | -24.2% | -27.0% |
| 6M | +36.8% | +4.0% | +32.8% | +29.0% |
| YTD | +296.1% | +9.3% | +286.9% | +259.5% |
| 1Y | +1,810.6% | +5.6% | +1,805.0% | +1,675.2% |
| 3Y | +2,587.6% | +31.3% | +2,556.3% | +1,972.8% |
| All | +2,587.6% | +31.2% | +2,556.3% | +1,972.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling