+508.9%
AXTI vs AEE
+885.3%
-376.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.2% | -4.9% | -5.9% |
| 7D | +15.1% | -0.7% | +15.8% | +15.3% |
| 30D | -12.3% | -2.0% | -10.3% | -11.9% |
| 3M | -24.1% | -2.8% | -21.3% | -24.0% |
| 6M | +46.0% | -3.6% | +49.6% | +46.4% |
| YTD | +295.7% | +7.3% | +288.4% | +287.3% |
| 1Y | +1,825.6% | +8.7% | +1,816.9% | +1,775.7% |
| 3Y | +2,630.0% | +46.0% | +2,583.9% | +2,361.9% |
| 5Y | +601.0% | +39.8% | +561.2% | +535.4% |
| 10Y | +1,459.0% | +191.4% | +1,267.6% | +1,047.8% |
| All | +508.9% | +885.3% | -376.3% | +280.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling