+554.7%
AXTI vs HAL
+132.1%
+422.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.7% | +13.6% | +13.1% |
| 7D | +24.0% | +0.5% | +23.5% | +23.8% |
| 30D | -21.5% | +15.9% | -37.4% | -25.1% |
| 3M | -23.4% | -8.7% | -14.7% | -21.8% |
| 6M | +114.9% | +9.0% | +105.9% | +109.7% |
| YTD | +325.4% | +32.0% | +293.4% | +292.0% |
| 1Y | +2,136.7% | +72.5% | +2,064.2% | +1,815.8% |
| 3Y | +2,835.0% | -4.5% | +2,839.6% | +2,819.6% |
| 5Y | +652.8% | +109.7% | +543.1% | +471.2% |
| 10Y | +1,513.9% | +1.2% | +1,512.7% | +1,212.6% |
| All | +554.7% | +132.1% | +422.6% | +196.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling