+508.9%
AXTI vs HIG
+346.1%
+162.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.2% | -6.3% | -6.1% |
| 7D | +15.1% | -2.3% | +17.4% | +15.6% |
| 30D | -12.3% | -1.2% | -11.1% | -12.3% |
| 3M | -24.1% | +6.3% | -30.4% | -25.6% |
| 6M | +46.0% | +0.6% | +45.5% | +44.1% |
| YTD | +295.7% | +0.6% | +295.1% | +290.6% |
| 1Y | +1,825.6% | +6.1% | +1,819.5% | +1,777.9% |
| 3Y | +2,630.0% | +102.0% | +2,528.0% | +2,235.7% |
| 5Y | +601.0% | +119.2% | +481.8% | +489.7% |
| 10Y | +1,459.0% | +312.5% | +1,146.6% | +1,045.4% |
| All | +508.9% | +346.1% | +162.8% | +226.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling