+78.7%
AXTI vs HIG
-0.3%
+79.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | +0.4% |
| 7D | +21.0% | -0.5% | +21.5% | +20.5% |
| 30D | -6.6% | -2.8% | -3.8% | -9.7% |
| 3M | -12.1% | +6.3% | -18.4% | -0.8% |
| 6M | +78.7% | -0.1% | +78.8% | +95.0% |
| All | +78.7% | -0.3% | +79.0% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 6mo: compounded portfolio wealth divided by compounded HIG 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…
6mo analysis · Full analysis span regression · 6 months rolling