+548.6%
AXTI vs RGEN
+8,851.9%
-8,303.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.8% |
| 7D | +21.0% | -4.6% | +25.6% | +21.5% |
| 30D | -6.6% | +1.2% | -7.8% | -6.7% |
| 3M | -12.1% | +26.8% | -38.9% | -14.2% |
| 6M | +78.7% | +29.1% | +49.7% | +73.5% |
| YTD | +321.5% | +0.7% | +320.7% | +317.8% |
| 1Y | +2,166.8% | +39.1% | +2,127.7% | +2,082.8% |
| 3Y | +2,807.6% | +2.2% | +2,805.3% | +2,753.6% |
| 5Y | +651.5% | -44.0% | +695.5% | +660.3% |
| 10Y | +1,560.5% | +412.7% | +1,147.7% | +1,385.3% |
| All | +548.6% | +8,851.9% | -8,303.3% | +545.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling