+1,269.3%
AXTI vs RKT
-8.7%
+1,278.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.8% | +14.6% | +13.1% |
| 7D | +24.0% | +6.0% | +18.0% | +22.7% |
| 30D | -21.5% | +0.7% | -22.1% | -21.7% |
| 3M | -23.4% | +11.8% | -35.2% | -26.0% |
| 6M | +114.9% | -7.6% | +122.5% | +113.5% |
| YTD | +325.4% | -28.7% | +354.1% | +335.8% |
| 1Y | +2,136.7% | -32.6% | +2,169.2% | +2,204.5% |
| 3Y | +2,835.0% | +42.1% | +2,792.9% | +2,387.7% |
| 5Y | +652.8% | -7.2% | +660.0% | +543.9% |
| All | +1,269.3% | -8.7% | +1,278.0% | +1,053.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling