+1,982.4%
AXTI vs PH
+30.5%
+1,951.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.2% | +9.9% | +9.8% |
| 7D | +5.1% | -3.1% | +8.2% | +8.0% |
| 30D | -10.2% | -3.2% | -6.9% | -6.6% |
| 3M | -41.8% | +10.6% | -52.4% | -43.2% |
| 6M | +57.5% | -2.1% | +59.7% | +68.6% |
| YTD | +277.0% | +10.2% | +266.8% | +274.6% |
| 1Y | +1,982.4% | +28.2% | +1,954.2% | +1,660.0% |
| All | +1,982.4% | +30.5% | +1,951.9% | +1,660.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1y: compounded portfolio wealth divided by compounded PH 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…
1y analysis · Full analysis span regression · 6 months rolling