+743.4%
AXTI vs RSG
+89.9%
+653.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.6% | +0.4% |
| 7D | +5.1% | 0.0% | +5.1% | +5.1% |
| 30D | -17.5% | +4.0% | -21.4% | -15.8% |
| 3M | -26.7% | +7.4% | -34.1% | -24.1% |
| 6M | +36.8% | +0.1% | +36.7% | +41.8% |
| YTD | +296.1% | +6.0% | +290.1% | +310.6% |
| 1Y | +1,810.6% | -3.0% | +1,813.6% | +1,899.5% |
| 3Y | +2,587.6% | +56.5% | +2,531.1% | +2,418.0% |
| All | +743.4% | +89.9% | +653.5% | +639.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 5y: compounded portfolio wealth divided by compounded RSG 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…
5y analysis · Full analysis span regression · 6 months rolling