+743.4%
AXTI vs HD
+4.6%
+738.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.4% |
| 7D | +5.1% | -3.8% | +8.9% | +7.0% |
| 30D | -17.5% | -9.4% | -8.0% | -13.6% |
| 3M | -26.7% | -4.6% | -22.1% | -26.8% |
| 6M | +36.8% | -10.1% | +46.9% | +39.9% |
| YTD | +296.1% | -8.3% | +304.5% | +294.7% |
| 1Y | +1,810.6% | -25.0% | +1,835.6% | +2,097.8% |
| 3Y | +2,587.6% | +1.5% | +2,586.0% | +2,376.6% |
| All | +743.4% | +4.6% | +738.7% | +658.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 5y: compounded portfolio wealth divided by compounded HD 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…
5y analysis · Full analysis span regression · 6 months rolling