-74.6%
AXTX vs RJF
+13.7%
-88.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -1.1% | -10.5% | -13.4% |
| 7D | +28.3% | -4.2% | +32.5% | +20.5% |
| 30D | -33.9% | -3.6% | -30.3% | -36.9% |
| 3M | -72.3% | +15.6% | -87.9% | -63.5% |
| All | -74.6% | +13.7% | -88.3% | -67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling