+509.6%
AXTI vs DHR
+5,283.0%
-4,773.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +5.1% | -3.6% | +8.7% | +6.7% |
| 30D | -17.5% | -2.7% | -14.7% | -16.8% |
| 3M | -26.7% | +10.9% | -37.6% | -31.7% |
| 6M | +36.8% | +3.0% | +33.7% | +28.6% |
| YTD | +296.1% | -12.2% | +308.4% | +300.5% |
| 1Y | +1,810.6% | +3.3% | +1,807.3% | +1,688.0% |
| 3Y | +2,587.6% | -8.2% | +2,595.8% | +2,537.3% |
| 5Y | +601.7% | -29.9% | +631.6% | +662.6% |
| 10Y | +1,460.7% | +208.5% | +1,252.2% | +807.9% |
| All | +509.6% | +5,283.0% | -4,773.4% | -12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling