+1,982.4%
AXTI vs XLY
-0.5%
+1,982.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.3% | +11.0% | +11.3% |
| 7D | +5.1% | -2.0% | +7.1% | +7.6% |
| 30D | -10.2% | -3.1% | -7.0% | -7.2% |
| 3M | -41.8% | -1.8% | -40.0% | -40.7% |
| 6M | +57.5% | -0.9% | +58.4% | +58.2% |
| YTD | +277.0% | -3.4% | +280.4% | +289.9% |
| 1Y | +1,982.4% | -1.5% | +1,983.9% | +2,020.1% |
| All | +1,982.4% | -0.5% | +1,982.9% | +2,020.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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