+2,587.6%
AXTI vs HBM
+458.1%
+2,129.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | +5.1% | -3.3% | +8.4% | +7.5% |
| 30D | -17.5% | -4.8% | -12.6% | -14.7% |
| 3M | -26.7% | -0.4% | -26.3% | -24.8% |
| 6M | +36.8% | +17.9% | +18.9% | +25.2% |
| YTD | +296.1% | +33.7% | +262.4% | +223.7% |
| 1Y | +1,810.6% | +95.6% | +1,715.0% | +1,157.0% |
| 3Y | +2,587.6% | +458.1% | +2,129.4% | +663.8% |
| All | +2,587.6% | +458.1% | +2,129.4% | +663.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling