+356.3%
AXTI vs XRT
-4.8%
+361.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.3% |
| 7D | +7.6% | +1.7% | +5.9% | +6.3% |
| 30D | -32.1% | +7.5% | -39.6% | -37.2% |
| 3M | -46.0% | +2.2% | -48.2% | -48.3% |
| 6M | -65.7% | +14.7% | -80.3% | -71.7% |
| YTD | +155.9% | +7.5% | +148.4% | +127.2% |
| 1Y | +300.8% | +14.1% | +286.6% | +233.8% |
| 3Y | +1,981.6% | +58.8% | +1,922.8% | +1,259.3% |
| All | +356.3% | -4.8% | +361.1% | +361.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling