+743.4%
AXTI vs RVTY
-33.1%
+776.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -1.1% |
| 7D | +5.1% | -4.5% | +9.6% | +7.1% |
| 30D | -17.5% | +5.5% | -22.9% | -19.6% |
| 3M | -26.7% | +22.5% | -49.2% | -34.1% |
| 6M | +36.8% | +38.9% | -2.1% | +13.5% |
| YTD | +296.1% | +28.7% | +267.4% | +238.3% |
| 1Y | +1,810.6% | +45.5% | +1,765.1% | +1,434.3% |
| 3Y | +2,587.6% | +16.4% | +2,571.2% | +2,241.5% |
| All | +743.4% | -33.1% | +776.5% | +870.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling