+2,365.6%
AXTI vs KHC
-41.6%
+2,407.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +9.7% |
| 7D | +5.1% | -1.8% | +6.9% | +5.2% |
| 30D | -10.2% | -1.9% | -8.3% | -10.1% |
| 3M | -41.8% | +14.4% | -56.2% | -43.0% |
| 6M | +57.5% | +8.7% | +48.8% | +54.5% |
| YTD | +277.0% | +7.8% | +269.2% | +270.5% |
| 1Y | +1,982.4% | -1.5% | +1,983.9% | +1,967.4% |
| 3Y | +2,234.8% | -9.9% | +2,244.7% | +2,215.8% |
| 5Y | +528.3% | -10.7% | +539.1% | +513.8% |
| 10Y | +1,310.5% | -55.7% | +1,366.2% | +1,302.0% |
| All | +2,365.6% | -41.6% | +2,407.2% | +2,249.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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