+1,472.1%
AXTI vs PH
+820.2%
+651.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -1.1% |
| 7D | +5.1% | -1.3% | +6.4% | +6.0% |
| 30D | -17.5% | -11.0% | -6.5% | -10.3% |
| 3M | -26.7% | +5.5% | -32.2% | -28.3% |
| 6M | +36.8% | +1.5% | +35.3% | +34.6% |
| YTD | +296.1% | +8.8% | +287.4% | +273.9% |
| 1Y | +1,810.6% | +24.5% | +1,786.1% | +1,543.1% |
| 3Y | +2,587.6% | +141.2% | +2,446.4% | +1,399.6% |
| 5Y | +601.7% | +256.3% | +345.4% | +201.1% |
| All | +1,472.1% | +820.2% | +651.9% | +311.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling