+467.8%
AXTI vs RCAT
-100.0%
+567.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.9% | +9.0% | +12.8% |
| 7D | +24.0% | +5.4% | +18.6% | +23.9% |
| 30D | -21.5% | -5.6% | -15.9% | -21.5% |
| 3M | -23.4% | -30.2% | +6.8% | -23.3% |
| 6M | +114.9% | -43.4% | +158.3% | +115.3% |
| YTD | +325.4% | +9.6% | +315.8% | +325.2% |
| 1Y | +2,136.7% | -2.0% | +2,138.6% | +2,136.1% |
| 3Y | +2,835.0% | +825.0% | +2,010.0% | +2,818.5% |
| 5Y | +652.8% | +199.8% | +453.0% | +649.1% |
| 10Y | +1,513.9% | -98.4% | +1,612.3% | +1,508.9% |
| All | +467.8% | -100.0% | +567.8% | +325.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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