+2,587.6%
AXTI vs RJF
+69.0%
+2,518.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -2.7% | +7.8% | +6.8% |
| 30D | -17.5% | -4.3% | -13.2% | -15.6% |
| 3M | -26.7% | +15.7% | -42.4% | -34.6% |
| 6M | +36.8% | +17.8% | +19.0% | +18.2% |
| YTD | +296.1% | +9.2% | +287.0% | +266.0% |
| 1Y | +1,810.6% | +2.8% | +1,807.8% | +1,743.9% |
| 3Y | +2,587.6% | +69.5% | +2,518.1% | +1,744.8% |
| All | +2,587.6% | +69.0% | +2,518.5% | +1,744.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 3y: compounded portfolio wealth divided by compounded RJF 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…
3y analysis · Full analysis span regression · 6 months rolling