+548.6%
AXTI vs HSY
+826.0%
-277.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +21.0% | -3.0% | +24.0% | +21.4% |
| 30D | -6.6% | -5.0% | -1.6% | -6.2% |
| 3M | -12.1% | -1.3% | -10.8% | -12.7% |
| 6M | +78.7% | -21.5% | +100.2% | +83.4% |
| YTD | +321.5% | -3.3% | +324.7% | +321.7% |
| 1Y | +2,166.8% | -5.5% | +2,172.3% | +2,170.4% |
| 3Y | +2,807.6% | -9.9% | +2,817.5% | +2,797.7% |
| 5Y | +651.5% | +11.3% | +640.1% | +617.4% |
| 10Y | +1,560.5% | +128.1% | +1,432.4% | +1,308.9% |
| All | +548.6% | +826.0% | -277.5% | +491.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling