+2,046.9%
AXTI vs XRT
+501.1%
+1,545.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.2% | +15.0% | +14.3% |
| 7D | +24.0% | -0.3% | +24.2% | +24.0% |
| 30D | -21.5% | -5.6% | -15.8% | -18.9% |
| 3M | -23.4% | +2.5% | -25.9% | -26.6% |
| 6M | +114.9% | +3.7% | +111.2% | +103.5% |
| YTD | +325.4% | +1.0% | +324.5% | +313.7% |
| 1Y | +2,136.7% | -1.2% | +2,137.9% | +2,113.3% |
| 3Y | +2,835.0% | +43.4% | +2,791.7% | +2,260.9% |
| 5Y | +652.8% | -0.7% | +653.5% | +660.0% |
| 10Y | +1,513.9% | +123.7% | +1,390.2% | +873.2% |
| All | +2,046.9% | +501.1% | +1,545.9% | +751.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling