+480.1%
AXTI vs RCL
+1,031.5%
-551.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.1% | +9.8% | +9.7% |
| 7D | +5.1% | -5.1% | +10.2% | +6.7% |
| 30D | -10.2% | -19.0% | +8.8% | -4.6% |
| 3M | -41.8% | -9.6% | -32.3% | -40.6% |
| 6M | +57.5% | -6.7% | +64.2% | +57.6% |
| YTD | +277.0% | -3.9% | +280.9% | +271.0% |
| 1Y | +1,982.4% | -25.1% | +2,007.5% | +2,077.2% |
| 3Y | +2,234.8% | +179.1% | +2,055.7% | +1,578.9% |
| 5Y | +528.3% | +243.3% | +285.0% | +301.3% |
| 10Y | +1,310.5% | +325.8% | +984.8% | +627.7% |
| All | +480.1% | +1,031.5% | -551.4% | +63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling