+16.8%
RY vs AXTX
-92.7%
+109.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.1% | +7.9% | -0.1% |
| 7D | +0.6% | +9.8% | -9.2% | +0.4% |
| 30D | +5.0% | -65.3% | +70.3% | +5.5% |
| 3M | -5.3% | -83.3% | +78.0% | -4.5% |
| 6M | +13.8% | -97.0% | +110.8% | +13.2% |
| All | +16.8% | -92.7% | +109.5% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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