+9.1%
XLF vs AXTI
+1,914.4%
-1,905.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +9.7% | -10.5% | -0.8% |
| 7D | 0.0% | +5.1% | -5.1% | 0.0% |
| 30D | +0.2% | -10.2% | +10.3% | +0.1% |
| 3M | +11.7% | -41.8% | +53.6% | +11.8% |
| 6M | +13.8% | +57.5% | -43.7% | +11.4% |
| YTD | +7.0% | +277.0% | -270.0% | +2.5% |
| 1Y | +9.1% | +1,982.4% | -1,973.3% | +2.7% |
| All | +9.1% | +1,914.4% | -1,905.2% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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