+554.7%
AXTI vs PH
+5,057.4%
-4,502.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.7% | +13.5% | +13.2% |
| 7D | +24.0% | +0.4% | +23.6% | +23.6% |
| 30D | -21.5% | -10.8% | -10.7% | -16.1% |
| 3M | -23.4% | +8.5% | -31.8% | -26.2% |
| 6M | +114.9% | +3.9% | +111.0% | +109.9% |
| YTD | +325.4% | +9.4% | +316.0% | +305.4% |
| 1Y | +2,136.7% | +26.8% | +2,109.9% | +1,870.8% |
| 3Y | +2,835.0% | +140.8% | +2,694.2% | +1,758.3% |
| 5Y | +652.8% | +253.8% | +399.0% | +288.1% |
| 10Y | +1,513.9% | +792.3% | +721.6% | +407.7% |
| All | +554.7% | +5,057.4% | -4,502.7% | -41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling