+1,472.1%
AXTI vs HAL
+4.5%
+1,467.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +5.1% | -3.3% | +8.4% | +6.4% |
| 30D | -17.5% | +8.2% | -25.6% | -19.8% |
| 3M | -26.7% | -9.4% | -17.2% | -24.6% |
| 6M | +36.8% | +0.6% | +36.1% | +36.2% |
| YTD | +296.1% | +28.6% | +267.6% | +260.8% |
| 1Y | +1,810.6% | +63.9% | +1,746.7% | +1,499.2% |
| 3Y | +2,587.6% | -7.1% | +2,594.7% | +2,586.3% |
| 5Y | +601.7% | +102.3% | +499.4% | +389.4% |
| All | +1,472.1% | +4.5% | +1,467.6% | +1,045.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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