-35.2%
AAL vs AXTI
+352.8%
-388.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.9% | -0.7% |
| 7D | -0.1% | +7.6% | -7.7% | -0.8% |
| 30D | +11.7% | -32.1% | +43.8% | +14.2% |
| 3M | -12.5% | -46.0% | +33.4% | -9.7% |
| 6M | +3.6% | -65.7% | +69.3% | +8.0% |
| YTD | -14.1% | +155.9% | -170.0% | -32.3% |
| 1Y | +0.8% | +300.8% | -300.0% | -25.5% |
| 3Y | +11.8% | +1,981.6% | -1,969.8% | -44.8% |
| All | -35.2% | +352.8% | -388.0% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling