+309.8%
AXTI vs RY
+3,931.0%
-3,621.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -6.9% | -7.0% |
| 7D | +18.6% | -0.5% | +19.1% | +19.1% |
| 30D | -32.6% | +4.7% | -37.4% | -34.2% |
| 3M | -44.5% | -4.5% | -40.0% | -42.6% |
| 6M | -64.6% | +12.5% | -77.1% | -66.7% |
| YTD | +166.3% | +21.1% | +145.2% | +140.8% |
| 1Y | +296.5% | +38.6% | +257.9% | +232.4% |
| 3Y | +2,099.0% | +160.2% | +1,938.8% | +1,197.9% |
| 5Y | +377.9% | +124.7% | +253.2% | +207.4% |
| 10Y | +816.6% | +352.3% | +464.3% | +315.5% |
| All | +309.8% | +3,931.0% | -3,621.2% | -33.1% |
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 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