+1,472.1%
AXTI vs HSY
+128.6%
+1,343.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | -17.5% | -5.2% | -12.3% | -17.2% |
| 3M | -26.7% | -3.4% | -23.3% | -26.9% |
| 6M | +36.8% | -19.2% | +56.0% | +40.8% |
| YTD | +296.1% | -2.6% | +298.8% | +298.7% |
| 1Y | +1,810.6% | -3.8% | +1,814.4% | +1,822.7% |
| 3Y | +2,587.6% | -10.6% | +2,598.2% | +2,624.0% |
| 5Y | +601.7% | +12.3% | +589.4% | +551.0% |
| All | +1,472.1% | +128.6% | +1,343.5% | +1,100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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