+2,759.3%
AXTI vs RBA
+26.3%
+2,733.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.6% |
| 7D | +21.0% | -1.9% | +22.9% | +22.0% |
| 30D | -6.6% | -13.0% | +6.3% | -0.2% |
| 3M | -12.1% | -23.1% | +11.0% | -2.8% |
| 6M | +78.7% | -22.6% | +101.3% | +93.1% |
| YTD | +321.5% | -20.4% | +341.9% | +331.3% |
| 1Y | +2,166.8% | -29.6% | +2,196.4% | +2,492.8% |
| All | +2,759.3% | +26.3% | +2,733.1% | +1,454.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 3y: compounded portfolio wealth divided by compounded RBA 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…
3y analysis · Full analysis span regression · 6 months rolling