+548.6%
AXTI vs RMD
+10,812.4%
-10,263.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +21.0% | -4.7% | +25.7% | +22.4% |
| 30D | -6.6% | +0.2% | -6.9% | -7.1% |
| 3M | -12.1% | +12.0% | -24.1% | -16.7% |
| 6M | +78.7% | -12.5% | +91.2% | +80.5% |
| YTD | +321.5% | -7.9% | +329.4% | +320.0% |
| 1Y | +2,166.8% | -20.4% | +2,187.2% | +2,246.4% |
| 3Y | +2,807.6% | +53.1% | +2,754.5% | +2,334.0% |
| 5Y | +651.5% | -22.1% | +673.6% | +651.7% |
| 10Y | +1,560.5% | +275.4% | +1,285.1% | +954.3% |
| All | +548.6% | +10,812.4% | -10,263.8% | +98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling