+554.7%
AXTI vs RVTY
+897.6%
-342.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.4% | +15.3% | +13.9% |
| 7D | +24.0% | +0.4% | +23.6% | +23.6% |
| 30D | -21.5% | +10.8% | -32.3% | -25.3% |
| 3M | -23.4% | +26.8% | -50.2% | -32.4% |
| 6M | +114.9% | +39.3% | +75.6% | +79.9% |
| YTD | +325.4% | +31.6% | +293.8% | +263.0% |
| 1Y | +2,136.7% | +47.7% | +2,089.0% | +1,712.7% |
| 3Y | +2,835.0% | +19.9% | +2,815.1% | +2,450.8% |
| 5Y | +652.8% | -32.3% | +685.2% | +730.7% |
| 10Y | +1,513.9% | +138.4% | +1,375.5% | +963.9% |
| All | +554.7% | +897.6% | -342.9% | +117.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling