+743.4%
AXTI vs XRT
-1.7%
+745.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -1.2% |
| 7D | +5.1% | -3.2% | +8.3% | +8.0% |
| 30D | -17.5% | -4.5% | -13.0% | -14.7% |
| 3M | -26.7% | -3.1% | -23.6% | -27.1% |
| 6M | +36.8% | +4.2% | +32.5% | +25.2% |
| YTD | +296.1% | -0.1% | +296.2% | +282.4% |
| 1Y | +1,810.6% | -3.0% | +1,813.7% | +1,804.8% |
| 3Y | +2,587.6% | +41.8% | +2,545.8% | +1,884.5% |
| All | +743.4% | -1.7% | +745.1% | +739.0% |
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