+548.6%
AXTI vs RTX
+2,213.6%
-1,665.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +21.0% | -1.6% | +22.6% | +21.9% |
| 30D | -6.6% | -11.6% | +4.9% | -0.9% |
| 3M | -12.1% | +9.2% | -21.2% | -17.3% |
| 6M | +78.7% | -4.4% | +83.1% | +78.0% |
| YTD | +321.5% | +8.9% | +312.6% | +289.0% |
| 1Y | +2,166.8% | +32.1% | +2,134.7% | +1,800.6% |
| 3Y | +2,807.6% | +151.2% | +2,656.4% | +1,556.3% |
| 5Y | +651.5% | +162.9% | +488.6% | +310.1% |
| 10Y | +1,560.5% | +283.9% | +1,276.5% | +596.6% |
| All | +548.6% | +2,213.6% | -1,665.1% | -29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling