+2,584.6%
AXTI vs RTX
+162.3%
+2,422.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.3% | -6.4% | -6.1% |
| 7D | +15.1% | -2.0% | +17.1% | +15.1% |
| 30D | -12.3% | -11.2% | -1.1% | -12.6% |
| 3M | -24.1% | +12.0% | -36.2% | -24.0% |
| 6M | +46.0% | -3.6% | +49.6% | +49.3% |
| YTD | +295.7% | +9.2% | +286.5% | +294.7% |
| 1Y | +1,825.6% | +29.7% | +1,795.9% | +1,772.1% |
| All | +2,584.6% | +162.3% | +2,422.4% | +2,975.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling