+1,472.1%
AXTI vs HCA
+511.6%
+960.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | +5.1% | +5.4% | -0.3% | +3.1% |
| 30D | -17.5% | +3.0% | -20.4% | -18.6% |
| 3M | -26.7% | +13.0% | -39.7% | -31.1% |
| 6M | +36.8% | -20.3% | +57.0% | +45.8% |
| YTD | +296.1% | -8.2% | +304.4% | +299.8% |
| 1Y | +1,810.6% | +6.7% | +1,803.9% | +1,708.0% |
| 3Y | +2,587.6% | +60.4% | +2,527.2% | +2,020.6% |
| 5Y | +601.7% | +73.4% | +528.3% | +419.0% |
| All | +1,472.1% | +511.6% | +960.5% | +648.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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