+743.4%
AXTI vs HAL
+99.2%
+644.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +5.1% | -3.3% | +8.4% | +6.2% |
| 30D | -17.5% | +8.2% | -25.6% | -19.5% |
| 3M | -26.7% | -9.4% | -17.2% | -24.8% |
| 6M | +36.8% | +0.6% | +36.1% | +36.6% |
| YTD | +296.1% | +28.6% | +267.6% | +267.5% |
| 1Y | +1,810.6% | +63.9% | +1,746.7% | +1,553.7% |
| 3Y | +2,587.6% | -7.1% | +2,594.7% | +2,543.4% |
| All | +743.4% | +99.2% | +644.2% | +589.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling