+652.8%
AXTI vs DAL
+102.5%
+550.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.5% | +14.4% | +13.5% |
| 7D | +24.0% | +3.4% | +20.6% | +22.0% |
| 30D | -21.5% | -13.6% | -7.9% | -15.9% |
| 3M | -23.4% | +1.2% | -24.6% | -24.3% |
| 6M | +114.9% | +34.5% | +80.4% | +80.4% |
| YTD | +325.4% | +14.7% | +310.8% | +288.2% |
| 1Y | +2,136.7% | +29.2% | +2,107.4% | +1,833.7% |
| 3Y | +2,835.0% | +100.0% | +2,735.0% | +1,891.1% |
| 5Y | +652.8% | +106.3% | +546.5% | +397.6% |
| All | +652.8% | +102.5% | +550.3% | +397.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling