+548.6%
AXTI vs HL
+333.7%
+214.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -1.1% |
| 7D | +21.0% | +0.4% | +20.6% | +20.9% |
| 30D | -6.6% | +18.8% | -25.5% | -8.5% |
| 3M | -12.1% | +43.7% | -55.8% | -15.3% |
| 6M | +78.7% | -1.0% | +79.8% | +78.8% |
| YTD | +321.5% | +8.7% | +312.8% | +314.5% |
| 1Y | +2,166.8% | +105.0% | +2,061.8% | +1,997.0% |
| 3Y | +2,807.6% | +427.3% | +2,380.3% | +2,332.1% |
| 5Y | +651.5% | +249.3% | +402.2% | +539.7% |
| 10Y | +1,560.5% | +284.2% | +1,276.3% | +1,232.9% |
| All | +548.6% | +333.7% | +214.8% | +578.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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