+548.6%
AXTI vs RIO
+3,353.8%
-2,805.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +21.0% | +1.0% | +20.0% | +20.6% |
| 30D | -6.6% | +4.0% | -10.7% | -7.9% |
| 3M | -12.1% | +4.5% | -16.6% | -13.0% |
| 6M | +78.7% | +17.3% | +61.4% | +70.5% |
| YTD | +321.5% | +36.2% | +285.3% | +283.9% |
| 1Y | +2,166.8% | +76.1% | +2,090.6% | +1,813.2% |
| 3Y | +2,807.6% | +102.5% | +2,705.1% | +2,268.8% |
| 5Y | +651.5% | +103.5% | +547.9% | +501.9% |
| 10Y | +1,560.5% | +619.2% | +941.3% | +830.3% |
| All | +548.6% | +3,353.8% | -2,805.2% | +42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling