+1,472.1%
AXTI vs RRC
+4.9%
+1,467.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | +5.1% | -1.8% | +6.9% | +5.4% |
| 30D | -17.5% | +2.7% | -20.1% | -18.0% |
| 3M | -26.7% | +8.8% | -35.5% | -28.4% |
| 6M | +36.8% | -1.2% | +37.9% | +36.8% |
| YTD | +296.1% | +17.6% | +278.6% | +283.7% |
| 1Y | +1,810.6% | +18.4% | +1,792.2% | +1,746.8% |
| 3Y | +2,587.6% | +33.1% | +2,554.5% | +2,430.9% |
| 5Y | +601.7% | +148.2% | +453.6% | +475.5% |
| All | +1,472.1% | +4.9% | +1,467.2% | +958.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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