+480.1%
AXTI vs RY
+4,063.0%
-3,582.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +10.1% |
| 7D | +5.1% | +3.1% | +2.0% | +3.2% |
| 30D | -10.2% | -0.3% | -9.8% | -9.7% |
| 3M | -41.8% | +8.7% | -50.5% | -44.3% |
| 6M | +57.5% | +28.5% | +29.0% | +36.5% |
| YTD | +277.0% | +25.1% | +251.9% | +232.9% |
| 1Y | +1,982.4% | +46.3% | +1,936.1% | +1,590.0% |
| 3Y | +2,234.8% | +154.9% | +2,079.9% | +1,286.5% |
| 5Y | +528.3% | +140.3% | +388.0% | +287.3% |
| 10Y | +1,310.5% | +377.0% | +933.5% | +517.6% |
| All | +480.1% | +4,063.0% | -3,582.8% | -7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling