-76.5%
AXTX vs RJF
+16.8%
-93.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.9% | -1.6% | +20.4% | +16.5% |
| 7D | +8.1% | -0.6% | +8.6% | +6.4% |
| 30D | -34.6% | -1.3% | -33.3% | -33.4% |
| 3M | -84.7% | +18.9% | -103.6% | -78.8% |
| All | -76.5% | +16.8% | -93.3% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1y: compounded portfolio wealth divided by compounded RJF 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…
1y analysis · Full analysis span regression · Available span rolling