+78.7%
AXTI vs RKT
-8.3%
+87.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -1.3% |
| 7D | +21.0% | -1.0% | +22.0% | +20.9% |
| 30D | -6.6% | -2.4% | -4.2% | -6.8% |
| 3M | -12.1% | +1.9% | -14.0% | -12.1% |
| 6M | +78.7% | -13.9% | +92.6% | +87.0% |
| All | +78.7% | -8.3% | +87.0% | +87.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling