+419.6%
AXTI vs RY
+126.4%
+293.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +0.6% | +18.9% | +18.9% |
| 7D | -1.2% | -3.0% | +1.8% | +3.0% |
| 30D | -24.2% | +6.3% | -30.5% | -28.4% |
| 3M | -36.3% | -2.6% | -33.8% | -33.8% |
| 6M | -62.7% | +13.9% | -76.6% | -66.8% |
| YTD | +187.3% | +21.7% | +165.6% | +139.5% |
| 1Y | +344.8% | +40.4% | +304.3% | +224.2% |
| 3Y | +2,272.2% | +161.3% | +2,110.9% | +866.3% |
| 5Y | +419.6% | +126.5% | +293.1% | +141.1% |
| All | +419.6% | +126.4% | +293.1% | +141.1% |
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