+743.4%
AXTI vs RTX
+162.7%
+580.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +5.1% | -1.5% | +6.6% | +5.4% |
| 30D | -17.5% | -11.0% | -6.5% | -15.5% |
| 3M | -26.7% | +7.7% | -34.3% | -28.3% |
| 6M | +36.8% | -3.9% | +40.7% | +38.2% |
| YTD | +296.1% | +9.0% | +287.2% | +281.2% |
| 1Y | +1,810.6% | +27.3% | +1,783.4% | +1,647.0% |
| 3Y | +2,587.6% | +172.9% | +2,414.6% | +1,746.0% |
| All | +743.4% | +162.7% | +580.7% | +466.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling