+1,470.4%
AXTI vs THC
+1,021.1%
+449.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.1% | -4.0% | -5.7% |
| 7D | +15.1% | 0.0% | +15.1% | +15.1% |
| 30D | -12.3% | +1.5% | -13.9% | -12.8% |
| 3M | -24.1% | +59.9% | -84.0% | -32.6% |
| 6M | +46.0% | +11.0% | +35.1% | +40.3% |
| YTD | +295.7% | +32.6% | +263.1% | +265.0% |
| 1Y | +1,825.6% | +37.4% | +1,788.2% | +1,654.5% |
| 3Y | +2,630.0% | +252.5% | +2,377.4% | +1,905.5% |
| 5Y | +601.0% | +262.3% | +338.6% | +395.7% |
| All | +1,470.4% | +1,021.1% | +449.3% | +708.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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