+6,222.0%
AXTI vs HBM
+649.7%
+5,572.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +21.0% | +5.5% | +15.5% | +19.3% |
| 30D | -6.6% | +3.3% | -9.9% | -7.3% |
| 3M | -12.1% | +12.7% | -24.7% | -13.5% |
| 6M | +78.7% | +28.2% | +50.5% | +68.2% |
| YTD | +321.5% | +45.3% | +276.2% | +279.2% |
| 1Y | +2,166.8% | +121.7% | +2,045.1% | +1,737.3% |
| 3Y | +2,807.6% | +523.5% | +2,284.1% | +1,702.1% |
| 5Y | +651.5% | +393.9% | +257.6% | +373.2% |
| 10Y | +1,560.5% | +647.9% | +912.6% | +768.7% |
| All | +6,222.0% | +649.7% | +5,572.3% | +3,268.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling