+59.7%
RGTI vs AXON
+236.7%
-177.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.8% |
| 7D | +5.5% | -2.5% | +8.0% | +6.4% |
| 30D | -11.9% | -11.5% | -0.4% | -7.8% |
| 3M | -27.4% | +7.3% | -34.7% | -31.1% |
| 6M | -7.1% | -11.9% | +4.9% | -5.5% |
| YTD | -28.6% | -11.0% | -17.6% | -28.2% |
| 1Y | +4.4% | -31.8% | +36.1% | +15.9% |
| 3Y | +698.5% | +135.4% | +563.1% | +407.4% |
| 5Y | +64.2% | +176.9% | -112.7% | -17.2% |
| All | +59.7% | +236.7% | -177.0% | -19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling