+743.4%
AXTI vs HYG
+18.4%
+725.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.2% |
| 7D | +5.1% | -0.7% | +5.8% | +7.4% |
| 30D | -17.5% | -0.7% | -16.7% | -15.6% |
| 3M | -26.7% | -0.2% | -26.5% | -25.7% |
| 6M | +36.8% | +1.4% | +35.3% | +32.5% |
| YTD | +296.1% | +1.5% | +294.7% | +286.3% |
| 1Y | +1,810.6% | +2.9% | +1,807.7% | +1,705.7% |
| 3Y | +2,587.6% | +25.6% | +2,561.9% | +1,489.7% |
| All | +743.4% | +18.4% | +725.0% | +679.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HYG.
Daily Out/Under-Performance
Portfolio return minus HYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HYG 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 HYG 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