+743.4%
AXTI vs AEE
+38.7%
+704.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +5.1% | -0.8% | +5.9% | +5.1% |
| 30D | -17.5% | -2.9% | -14.5% | -17.5% |
| 3M | -26.7% | -2.4% | -24.3% | -26.9% |
| 6M | +36.8% | -2.7% | +39.5% | +36.5% |
| YTD | +296.1% | +7.3% | +288.9% | +293.3% |
| 1Y | +1,810.6% | +7.5% | +1,803.1% | +1,792.8% |
| 3Y | +2,587.6% | +46.2% | +2,541.3% | +2,396.6% |
| All | +743.4% | +38.7% | +704.7% | +702.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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