+601.0%
AXTI vs RGEN
-44.2%
+645.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.0% |
| 7D | +15.1% | -2.9% | +18.0% | +16.1% |
| 30D | -12.3% | -0.1% | -12.3% | -12.2% |
| 3M | -24.1% | +25.9% | -50.1% | -30.0% |
| 6M | +46.0% | +35.2% | +10.8% | +29.7% |
| YTD | +295.7% | +0.5% | +295.2% | +285.3% |
| 1Y | +1,825.6% | +37.0% | +1,788.6% | +1,580.0% |
| 3Y | +2,630.0% | +2.0% | +2,627.9% | +2,440.4% |
| 5Y | +601.0% | -44.2% | +645.2% | +625.9% |
| All | +601.0% | -44.2% | +645.2% | +625.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling