+1,472.1%
AXTI vs RMD
+274.3%
+1,197.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +5.1% | -4.4% | +9.5% | +6.3% |
| 30D | -17.5% | -3.1% | -14.3% | -17.1% |
| 3M | -26.7% | +13.8% | -40.5% | -31.5% |
| 6M | +36.8% | -8.6% | +45.3% | +37.4% |
| YTD | +296.1% | -8.6% | +304.8% | +297.8% |
| 1Y | +1,810.6% | -19.7% | +1,830.3% | +1,907.4% |
| 3Y | +2,587.6% | +48.4% | +2,539.2% | +2,032.9% |
| 5Y | +601.7% | -22.7% | +624.5% | +611.0% |
| All | +1,472.1% | +274.3% | +1,197.8% | +699.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling