-32.2%
AAL vs AXTI
+598.0%
-630.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | -0.2% |
| 7D | -0.9% | +15.1% | -16.0% | -2.2% |
| 30D | -16.0% | -12.3% | -3.7% | -15.5% |
| 3M | -4.2% | -24.1% | +19.9% | -4.6% |
| 6M | +15.7% | +46.0% | -30.4% | +3.8% |
| YTD | -16.2% | +295.7% | -311.9% | -35.0% |
| 1Y | +0.2% | +1,825.6% | -1,825.4% | -37.2% |
| 3Y | -8.1% | +2,630.0% | -2,638.0% | -52.4% |
| 5Y | -32.2% | +601.0% | -633.2% | -55.1% |
| All | -32.2% | +598.0% | -630.1% | -55.1% |
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