+205.5%
RSP vs AXTI
+1,584.8%
-1,379.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.9% |
| 7D | -1.8% | +21.0% | -22.8% | -3.0% |
| 30D | -2.5% | -6.6% | +4.1% | -2.6% |
| 3M | +3.0% | -12.1% | +15.1% | +1.6% |
| 6M | +8.9% | +78.7% | -69.8% | -0.8% |
| YTD | +13.0% | +321.5% | -308.5% | -5.9% |
| 1Y | +16.2% | +2,166.8% | -2,150.5% | -17.5% |
| 3Y | +52.7% | +2,807.6% | -2,754.9% | -3.6% |
| 5Y | +50.5% | +651.5% | -601.0% | +7.0% |
| All | +205.5% | +1,584.8% | -1,379.3% | +79.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling