+601.0%
AXTI vs RCL
+223.1%
+377.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -6.0% |
| 7D | +15.1% | -2.5% | +17.6% | +16.0% |
| 30D | -12.3% | -15.7% | +3.4% | -7.5% |
| 3M | -24.1% | -3.6% | -20.5% | -23.9% |
| 6M | +46.0% | -8.7% | +54.7% | +46.5% |
| YTD | +295.7% | -6.2% | +301.9% | +289.1% |
| 1Y | +1,825.6% | -22.9% | +1,848.5% | +1,910.7% |
| 3Y | +2,630.0% | +173.6% | +2,456.4% | +1,711.0% |
| 5Y | +601.0% | +226.6% | +374.4% | +358.8% |
| All | +601.0% | +223.1% | +377.9% | +358.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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