+456.7%
AXTI vs RTX
+14.1%
+442.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.6% | -4.7% | -8.6% |
| 7D | -26.2% | +1.3% | -27.5% | -25.6% |
| 30D | -45.1% | +7.6% | -52.8% | -43.0% |
| 3M | -27.2% | -8.6% | -18.5% | -28.3% |
| 6M | -55.2% | +15.6% | -70.8% | -51.9% |
| YTD | +190.8% | +9.4% | +181.4% | +191.9% |
| 1Y | +456.7% | +14.7% | +442.0% | +416.0% |
| All | +456.7% | +14.1% | +442.6% | +416.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling