+21.8%
RSP vs AXTI
+504.8%
-483.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.4% | +9.2% | +1.9% |
| 7D | +2.7% | -26.2% | +28.9% | +2.9% |
| 30D | +5.8% | -45.1% | +50.9% | +6.2% |
| 3M | +1.8% | -27.2% | +29.0% | +1.8% |
| 6M | +11.6% | -55.2% | +66.8% | +12.1% |
| YTD | +18.0% | +190.8% | -172.8% | +13.2% |
| 1Y | +21.8% | +456.7% | -434.8% | +14.2% |
| All | +21.8% | +504.8% | -483.0% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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 · 6 months rolling