+1,560.5%
AXTI vs DAL
+126.9%
+1,433.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.8% |
| 7D | +21.0% | +0.8% | +20.2% | +20.6% |
| 30D | -6.6% | -11.7% | +5.1% | -1.8% |
| 3M | -12.1% | -2.7% | -9.3% | -11.3% |
| 6M | +78.7% | +30.7% | +48.0% | +55.7% |
| YTD | +321.5% | +14.4% | +307.1% | +290.5% |
| 1Y | +2,166.8% | +31.2% | +2,135.6% | +1,891.5% |
| 3Y | +2,807.6% | +99.4% | +2,708.1% | +1,999.1% |
| 5Y | +651.5% | +98.6% | +552.9% | +427.9% |
| 10Y | +1,560.5% | +135.0% | +1,425.5% | +1,150.5% |
| All | +1,560.5% | +126.9% | +1,433.5% | +1,150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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