+2,587.6%
AXTI vs HSY
-9.3%
+2,596.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | 0.0% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | -17.5% | -5.2% | -12.3% | -18.3% |
| 3M | -26.7% | -3.4% | -23.3% | -26.5% |
| 6M | +36.8% | -19.2% | +56.0% | +38.1% |
| YTD | +296.1% | -2.6% | +298.8% | +311.5% |
| 1Y | +1,810.6% | -3.8% | +1,814.4% | +1,886.5% |
| 3Y | +2,587.6% | -10.6% | +2,598.2% | +2,769.1% |
| All | +2,587.6% | -9.3% | +2,596.9% | +2,769.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling