+356.3%
AXTI vs RCL
+292.5%
+63.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +7.6% | -1.2% | +8.8% | +8.1% |
| 30D | -32.1% | +17.8% | -49.9% | -35.9% |
| 3M | -46.0% | +4.9% | -50.9% | -47.0% |
| 6M | -65.7% | +23.7% | -89.4% | -68.5% |
| YTD | +155.9% | +17.8% | +138.1% | +132.9% |
| 1Y | +300.8% | +28.9% | +271.8% | +251.3% |
| 3Y | +1,981.6% | +241.9% | +1,739.7% | +1,169.9% |
| All | +356.3% | +292.5% | +63.8% | +183.5% |
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