+356.3%
AXTI vs RBA
+45.7%
+310.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.3% |
| 7D | +7.6% | +1.7% | +5.9% | +6.9% |
| 30D | -32.1% | +8.3% | -40.4% | -34.8% |
| 3M | -46.0% | +10.5% | -56.5% | -49.2% |
| 6M | -65.7% | -5.9% | -59.8% | -66.3% |
| YTD | +155.9% | -6.9% | +162.8% | +146.6% |
| 1Y | +300.8% | -4.9% | +305.6% | +279.7% |
| 3Y | +1,981.6% | +64.5% | +1,917.1% | +1,290.8% |
| All | +356.3% | +45.7% | +310.5% | +227.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling