+456.7%
AXTI vs HRB
+16.9%
+439.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +4.4% | -11.8% | -4.5% |
| 7D | -26.2% | +16.0% | -42.2% | -18.3% |
| 30D | -45.1% | +32.1% | -77.2% | -33.7% |
| 3M | -27.2% | +21.5% | -48.7% | -15.8% |
| 6M | -55.2% | +82.1% | -137.2% | -39.7% |
| YTD | +190.8% | +31.6% | +159.2% | +285.8% |
| 1Y | +456.7% | +15.9% | +440.8% | +560.6% |
| All | +456.7% | +16.9% | +439.8% | +560.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling