+743.4%
AXTI vs RKT
-10.3%
+753.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -6.3% | +11.3% | +6.6% |
| 30D | -17.5% | -6.2% | -11.3% | -16.4% |
| 3M | -26.7% | -1.9% | -24.8% | -27.8% |
| 6M | +36.8% | -13.0% | +49.8% | +37.1% |
| YTD | +296.1% | -31.9% | +328.1% | +314.4% |
| 1Y | +1,810.6% | -37.6% | +1,848.2% | +1,935.7% |
| 3Y | +2,587.6% | +36.8% | +2,550.7% | +1,817.9% |
| All | +743.4% | -10.3% | +753.6% | +671.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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