+994.8%
AXTI vs HCA
+1,718.5%
-723.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.1% | -6.0% | -6.1% |
| 7D | +15.1% | +2.9% | +12.2% | +14.0% |
| 30D | -12.3% | +2.4% | -14.7% | -13.2% |
| 3M | -24.1% | +13.0% | -37.2% | -28.2% |
| 6M | +46.0% | -21.4% | +67.4% | +54.7% |
| YTD | +295.7% | -9.5% | +305.2% | +300.0% |
| 1Y | +1,825.6% | +7.5% | +1,818.1% | +1,729.2% |
| 3Y | +2,630.0% | +57.6% | +2,572.4% | +2,147.0% |
| 5Y | +601.0% | +71.1% | +529.9% | +446.6% |
| 10Y | +1,459.0% | +498.8% | +960.3% | +688.5% |
| All | +994.8% | +1,718.5% | -723.8% | +292.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling