+762.7%
AXTI vs AVAV
+315.4%
+447.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.7% | -1.2% | -3.1% |
| 7D | +7.6% | +4.2% | +3.4% | +6.6% |
| 30D | -32.1% | -2.6% | -29.5% | -31.1% |
| 3M | -46.0% | -38.0% | -8.0% | -38.6% |
| 6M | -65.7% | -27.0% | -38.7% | -63.4% |
| YTD | +155.9% | -51.4% | +207.3% | +183.9% |
| 1Y | +300.8% | -60.2% | +361.0% | +372.6% |
| 3Y | +1,981.6% | -6.7% | +1,988.2% | +1,687.4% |
| 5Y | +359.3% | +28.3% | +331.0% | +228.7% |
| All | +762.7% | +315.4% | +447.3% | +480.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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