+1,472.1%
AXTI vs RGEN
+415.7%
+1,056.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +5.1% | -1.4% | +6.5% | +5.5% |
| 30D | -17.5% | -0.3% | -17.1% | -17.4% |
| 3M | -26.7% | +23.9% | -50.6% | -32.0% |
| 6M | +36.8% | +38.5% | -1.8% | +21.0% |
| YTD | +296.1% | +0.8% | +295.3% | +284.2% |
| 1Y | +1,810.6% | +38.2% | +1,772.4% | +1,570.6% |
| 3Y | +2,587.6% | +1.3% | +2,586.3% | +2,391.4% |
| 5Y | +601.7% | -44.0% | +645.7% | +626.0% |
| All | +1,472.1% | +415.7% | +1,056.4% | +1,030.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling