+797.7%
AXTI vs DAL
+108.8%
+689.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.2% | -2.1% | -5.1% |
| 7D | +18.6% | +1.4% | +17.2% | +18.1% |
| 30D | -32.6% | +9.1% | -41.7% | -35.1% |
| 3M | -44.5% | -3.5% | -41.0% | -43.5% |
| 6M | -64.6% | +23.4% | -87.9% | -68.0% |
| YTD | +166.3% | +26.0% | +140.3% | +137.6% |
| 1Y | +296.5% | +44.6% | +251.9% | +234.6% |
| 3Y | +2,099.0% | +162.7% | +1,936.3% | +1,325.0% |
| 5Y | +377.9% | +113.0% | +265.0% | +227.9% |
| All | +797.7% | +108.8% | +689.0% | +538.6% |
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