+211.0%
RSP vs AXTI
+771.7%
-560.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.4% |
| 7D | +2.4% | +7.6% | -5.2% | +1.8% |
| 30D | +4.3% | -32.1% | +36.3% | +6.0% |
| 3M | -0.3% | -46.0% | +45.6% | +2.0% |
| 6M | +9.8% | -65.7% | +75.5% | +13.2% |
| YTD | +16.8% | +155.9% | -139.1% | -0.8% |
| 1Y | +19.5% | +300.8% | -281.3% | -2.8% |
| 3Y | +65.1% | +1,981.6% | -1,916.4% | +4.3% |
| 5Y | +48.7% | +359.3% | -310.6% | +8.2% |
| All | +211.0% | +771.7% | -560.7% | +89.2% |
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 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