+641.9%
AXTI vs RIVN
-85.0%
+726.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | +1.8% | +3.2% | +4.7% |
| 30D | -17.5% | +0.6% | -18.1% | -17.8% |
| 3M | -26.7% | +3.2% | -29.8% | -27.9% |
| 6M | +36.8% | -3.7% | +40.5% | +36.6% |
| YTD | +296.1% | -18.7% | +314.8% | +307.7% |
| 1Y | +1,810.6% | +14.7% | +1,795.9% | +1,691.3% |
| 3Y | +2,587.6% | -31.5% | +2,619.1% | +2,551.8% |
| All | +641.9% | -85.0% | +726.9% | +759.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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