+651.5%
AXTI vs HST
+75.9%
+575.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +21.0% | -0.3% | +21.3% | +21.3% |
| 30D | -6.6% | -2.8% | -3.9% | -5.1% |
| 3M | -12.1% | -6.5% | -5.6% | -9.4% |
| 6M | +78.7% | +20.7% | +58.0% | +54.0% |
| YTD | +321.5% | +30.5% | +291.0% | +243.2% |
| 1Y | +2,166.8% | +36.8% | +2,130.0% | +1,675.6% |
| 3Y | +2,807.6% | +65.9% | +2,741.7% | +1,927.5% |
| 5Y | +651.5% | +73.9% | +577.6% | +451.8% |
| All | +651.5% | +75.9% | +575.6% | +451.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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