+55.6%
RGTI vs AXON
+161.3%
-105.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.4% |
| 7D | -0.1% | -11.0% | +10.9% | +4.9% |
| 30D | -16.2% | -24.7% | +8.5% | -5.7% |
| 3M | -22.0% | +7.0% | -29.0% | -26.4% |
| 6M | -10.8% | -9.6% | -1.1% | -10.3% |
| YTD | -31.6% | -15.7% | -15.9% | -29.6% |
| 1Y | -6.4% | -35.9% | +29.6% | +7.5% |
| 3Y | +665.7% | +123.0% | +542.6% | +372.8% |
| 5Y | +55.6% | +166.3% | -110.7% | -24.4% |
| All | +55.6% | +161.3% | -105.6% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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