+651.5%
AXTI vs AVAV
+33.5%
+617.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.4% | +0.2% |
| 7D | +21.0% | -3.2% | +24.2% | +21.8% |
| 30D | -6.6% | -25.6% | +18.9% | -1.0% |
| 3M | -12.1% | -20.2% | +8.2% | -9.2% |
| 6M | +78.7% | -38.1% | +116.8% | +91.7% |
| YTD | +321.5% | -41.8% | +363.3% | +336.8% |
| 1Y | +2,166.8% | -39.0% | +2,205.8% | +2,242.3% |
| 3Y | +2,807.6% | +24.1% | +2,783.5% | +2,298.7% |
| 5Y | +651.5% | +53.0% | +598.4% | +516.5% |
| All | +651.5% | +33.5% | +617.9% | +516.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling