+1,472.1%
AXTI vs XRT
+128.2%
+1,343.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -1.1% |
| 7D | +5.1% | -3.2% | +8.3% | +7.8% |
| 30D | -17.5% | -4.5% | -13.0% | -14.9% |
| 3M | -26.7% | -3.1% | -23.6% | -27.0% |
| 6M | +36.8% | +4.2% | +32.5% | +26.9% |
| YTD | +296.1% | -0.1% | +296.2% | +284.9% |
| 1Y | +1,810.6% | -3.0% | +1,813.7% | +1,810.7% |
| 3Y | +2,587.6% | +41.8% | +2,545.8% | +1,939.4% |
| 5Y | +601.7% | -1.3% | +603.0% | +601.5% |
| All | +1,472.1% | +128.2% | +1,343.9% | +614.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling