+19.5%
RSP vs AXTI
+287.8%
-268.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.2% |
| 7D | +2.4% | +7.6% | -5.2% | +2.3% |
| 30D | +4.3% | -32.1% | +36.3% | +4.4% |
| 3M | -0.3% | -46.0% | +45.6% | -0.1% |
| 6M | +9.8% | -65.7% | +75.5% | +10.6% |
| YTD | +16.8% | +155.9% | -139.1% | +13.0% |
| 1Y | +19.5% | +300.8% | -281.3% | +15.0% |
| All | +19.5% | +287.8% | -268.3% | +15.0% |
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