+225.5%
HOOD vs AXTI
+540.6%
-315.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.1% | +4.4% | -0.8% |
| 7D | -9.1% | +15.1% | -24.3% | -11.4% |
| 30D | +20.1% | -12.3% | +32.4% | +21.2% |
| 3M | +31.2% | -24.1% | +55.4% | +30.5% |
| 6M | +44.3% | +46.0% | -1.7% | +18.1% |
| YTD | +0.2% | +295.7% | -295.5% | -37.4% |
| 1Y | -3.5% | +1,825.6% | -1,829.1% | -59.4% |
| 3Y | +955.2% | +2,630.0% | -1,674.7% | +227.0% |
| 5Y | +175.3% | +601.0% | -425.7% | +26.6% |
| All | +225.5% | +540.6% | -315.1% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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