+743.4%
AXTI vs THC
+258.1%
+485.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -0.5% | +5.6% | +5.1% |
| 30D | -17.5% | -1.2% | -16.3% | -17.5% |
| 3M | -26.7% | +52.3% | -79.0% | -36.1% |
| 6M | +36.8% | +12.4% | +24.4% | +30.4% |
| YTD | +296.1% | +32.7% | +263.5% | +257.5% |
| 1Y | +1,810.6% | +36.4% | +1,774.3% | +1,596.4% |
| 3Y | +2,587.6% | +259.3% | +2,328.3% | +1,627.4% |
| All | +743.4% | +258.1% | +485.3% | +437.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling