+1,472.1%
AXTI vs AA
+122.9%
+1,349.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -3.4% | +8.5% | +6.6% |
| 30D | -17.5% | -5.8% | -11.7% | -15.4% |
| 3M | -26.7% | -29.9% | +3.2% | -16.5% |
| 6M | +36.8% | -27.0% | +63.8% | +50.4% |
| YTD | +296.1% | -8.7% | +304.9% | +304.7% |
| 1Y | +1,810.6% | +50.6% | +1,760.0% | +1,547.7% |
| 3Y | +2,587.6% | +74.1% | +2,513.5% | +2,043.7% |
| 5Y | +601.7% | +2.6% | +599.1% | +503.4% |
| All | +1,472.1% | +122.9% | +1,349.2% | +786.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling