+743.4%
AXTI vs RIO
+91.0%
+652.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.3% |
| 7D | +5.1% | -3.2% | +8.3% | +7.7% |
| 30D | -17.5% | +0.9% | -18.4% | -18.0% |
| 3M | -26.7% | -1.4% | -25.2% | -25.4% |
| 6M | +36.8% | +10.9% | +25.8% | +27.9% |
| YTD | +296.1% | +31.2% | +264.9% | +233.1% |
| 1Y | +1,810.6% | +67.9% | +1,742.7% | +1,292.7% |
| 3Y | +2,587.6% | +88.8% | +2,498.8% | +1,767.7% |
| All | +743.4% | +91.0% | +652.3% | +479.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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