+1,127.7%
RSP vs AXTI
+3,876.8%
-2,749.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.7% | -10.2% | -1.2% |
| 7D | -0.8% | +5.1% | -5.9% | -1.2% |
| 30D | -0.3% | -10.2% | +9.8% | -0.3% |
| 3M | +4.3% | -41.8% | +46.1% | +5.7% |
| 6M | +8.8% | +57.5% | -48.7% | -1.1% |
| YTD | +15.3% | +277.0% | -261.7% | -4.6% |
| 1Y | +18.3% | +1,982.4% | -1,964.1% | -17.0% |
| 3Y | +52.8% | +2,234.8% | -2,182.0% | -2.8% |
| 5Y | +51.7% | +528.3% | -476.6% | +6.3% |
| 10Y | +208.5% | +1,310.5% | -1,102.1% | +82.2% |
| All | +1,127.7% | +3,876.8% | -2,749.0% | +517.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling