+548.6%
AXTI vs RIG
-87.6%
+636.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.8% |
| 7D | +21.0% | -8.2% | +29.2% | +23.1% |
| 30D | -6.6% | -0.2% | -6.5% | -6.7% |
| 3M | -12.1% | -2.7% | -9.3% | -11.8% |
| 6M | +78.7% | -7.5% | +86.2% | +80.2% |
| YTD | +321.5% | +38.3% | +283.2% | +290.3% |
| 1Y | +2,166.8% | +81.8% | +2,084.9% | +1,889.5% |
| 3Y | +2,807.6% | -30.2% | +2,837.8% | +2,894.7% |
| 5Y | +651.5% | +59.9% | +591.5% | +505.7% |
| 10Y | +1,560.5% | -41.9% | +1,602.4% | +1,105.9% |
| All | +548.6% | -87.6% | +636.1% | +364.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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