+743.4%
AXTI vs HLT
+142.1%
+601.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -1.6% | +6.7% | +6.0% |
| 30D | -17.5% | -5.0% | -12.4% | -15.0% |
| 3M | -26.7% | -10.4% | -16.3% | -21.4% |
| 6M | +36.8% | +3.2% | +33.5% | +30.0% |
| YTD | +296.1% | +6.7% | +289.4% | +267.2% |
| 1Y | +1,810.6% | +10.3% | +1,800.4% | +1,603.0% |
| 3Y | +2,587.6% | +99.3% | +2,488.2% | +1,449.2% |
| All | +743.4% | +142.1% | +601.3% | +333.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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