+743.4%
AXTI vs HALO
+158.6%
+584.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +5.1% | -2.7% | +7.8% | +5.8% |
| 30D | -17.5% | +5.3% | -22.8% | -18.8% |
| 3M | -26.7% | +51.6% | -78.2% | -34.5% |
| 6M | +36.8% | +61.3% | -24.5% | +19.8% |
| YTD | +296.1% | +59.3% | +236.9% | +247.4% |
| 1Y | +1,810.6% | +38.3% | +1,772.4% | +1,635.3% |
| 3Y | +2,587.6% | +185.9% | +2,401.7% | +1,762.6% |
| All | +743.4% | +158.6% | +584.7% | +479.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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