+1,472.1%
AXTI vs DHR
+209.4%
+1,262.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +5.1% | -3.6% | +8.7% | +6.8% |
| 30D | -17.5% | -2.7% | -14.7% | -16.7% |
| 3M | -26.7% | +10.9% | -37.6% | -32.5% |
| 6M | +36.8% | +3.0% | +33.7% | +27.5% |
| YTD | +296.1% | -12.2% | +308.4% | +306.5% |
| 1Y | +1,810.6% | +3.3% | +1,807.3% | +1,666.9% |
| 3Y | +2,587.6% | -8.2% | +2,595.8% | +2,536.4% |
| 5Y | +601.7% | -29.9% | +631.6% | +693.2% |
| All | +1,472.1% | +209.4% | +1,262.6% | +653.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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