+1,472.1%
AXTI vs RTX
+286.0%
+1,186.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +5.1% | -1.5% | +6.6% | +5.7% |
| 30D | -17.5% | -11.0% | -6.5% | -13.5% |
| 3M | -26.7% | +7.7% | -34.3% | -29.9% |
| 6M | +36.8% | -3.9% | +40.7% | +36.6% |
| YTD | +296.1% | +9.0% | +287.2% | +269.7% |
| 1Y | +1,810.6% | +27.3% | +1,783.4% | +1,562.4% |
| 3Y | +2,587.6% | +172.9% | +2,414.6% | +1,446.1% |
| 5Y | +601.7% | +165.2% | +436.6% | +300.7% |
| All | +1,472.1% | +286.0% | +1,186.1% | +706.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling