+1,470.4%
AXTI vs HAS
+59.3%
+1,411.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.3% | -7.4% | -6.7% |
| 7D | +15.1% | -3.1% | +18.2% | +16.5% |
| 30D | -12.3% | -6.4% | -5.9% | -10.1% |
| 3M | -24.1% | +10.4% | -34.5% | -28.5% |
| 6M | +46.0% | -3.7% | +49.7% | +45.8% |
| YTD | +295.7% | +12.5% | +283.3% | +268.1% |
| 1Y | +1,825.6% | +19.8% | +1,805.8% | +1,645.2% |
| 3Y | +2,630.0% | +46.0% | +2,584.0% | +2,113.6% |
| 5Y | +601.0% | +12.5% | +588.5% | +528.6% |
| All | +1,470.4% | +59.3% | +1,411.0% | +1,144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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