+1,472.1%
AXTI vs HRB
+209.1%
+1,262.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +5.1% | -8.0% | +13.1% | +6.2% |
| 30D | -17.5% | -16.0% | -1.5% | -15.7% |
| 3M | -26.7% | +26.9% | -53.5% | -31.5% |
| 6M | +36.8% | +51.1% | -14.4% | +20.6% |
| YTD | +296.1% | +7.1% | +289.1% | +279.3% |
| 1Y | +1,810.6% | -9.6% | +1,820.2% | +1,794.3% |
| 3Y | +2,587.6% | +25.4% | +2,562.1% | +2,283.3% |
| 5Y | +601.7% | +114.9% | +486.8% | +432.5% |
| All | +1,472.1% | +209.1% | +1,262.9% | +1,036.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling