+1,472.1%
AXTI vs RRX
+228.4%
+1,243.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -2.2% |
| 7D | +5.1% | -0.3% | +5.4% | +5.3% |
| 30D | -17.5% | -6.1% | -11.3% | -13.6% |
| 3M | -26.7% | -23.1% | -3.6% | -12.9% |
| 6M | +36.8% | -19.5% | +56.3% | +55.5% |
| YTD | +296.1% | +16.1% | +280.1% | +266.7% |
| 1Y | +1,810.6% | +12.9% | +1,797.7% | +1,706.0% |
| 3Y | +2,587.6% | +7.9% | +2,579.6% | +2,399.5% |
| 5Y | +601.7% | +19.1% | +582.6% | +492.6% |
| All | +1,472.1% | +228.4% | +1,243.7% | +668.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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