+1,472.1%
AXTI vs RVTY
+145.6%
+1,326.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -1.5% |
| 7D | +5.1% | -4.5% | +9.6% | +7.8% |
| 30D | -17.5% | +5.5% | -22.9% | -20.4% |
| 3M | -26.7% | +22.5% | -49.2% | -36.5% |
| 6M | +36.8% | +38.9% | -2.1% | +7.0% |
| YTD | +296.1% | +28.7% | +267.4% | +221.0% |
| 1Y | +1,810.6% | +45.5% | +1,765.1% | +1,329.8% |
| 3Y | +2,587.6% | +16.4% | +2,571.2% | +2,103.8% |
| 5Y | +601.7% | -32.7% | +634.5% | +728.4% |
| All | +1,472.1% | +145.6% | +1,326.4% | +517.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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