+554.7%
AXTI vs RBA
+2,838.7%
-2,284.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.0% | +14.8% | +13.4% |
| 7D | +24.0% | -1.1% | +25.0% | +24.3% |
| 30D | -21.5% | -13.2% | -8.3% | -18.6% |
| 3M | -23.4% | -21.4% | -2.0% | -19.3% |
| 6M | +114.9% | -20.9% | +135.8% | +124.7% |
| YTD | +325.4% | -19.9% | +345.3% | +340.8% |
| 1Y | +2,136.7% | -28.7% | +2,165.3% | +2,291.6% |
| 3Y | +2,835.0% | +27.4% | +2,807.6% | +2,569.9% |
| 5Y | +652.8% | +41.7% | +611.1% | +557.9% |
| 10Y | +1,513.9% | +189.6% | +1,324.3% | +1,062.2% |
| All | +554.7% | +2,838.7% | -2,284.0% | +224.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling