+651.5%
AXTI vs RY
+139.4%
+512.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | +0.1% |
| 7D | +21.0% | -0.5% | +21.5% | +21.3% |
| 30D | -6.6% | -1.9% | -4.8% | -4.5% |
| 3M | -12.1% | +5.1% | -17.2% | -15.5% |
| 6M | +78.7% | +28.2% | +50.5% | +39.7% |
| YTD | +321.5% | +22.9% | +298.6% | +245.3% |
| 1Y | +2,166.8% | +45.5% | +2,121.3% | +1,495.8% |
| 3Y | +2,807.6% | +156.7% | +2,650.9% | +1,096.8% |
| 5Y | +651.5% | +137.7% | +513.8% | +224.5% |
| All | +651.5% | +139.4% | +512.1% | +224.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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