+123.6%
HOOD vs AXTI
+314.3%
-190.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.9% | -0.4% | -3.7% |
| 7D | -3.8% | +7.6% | -11.4% | -5.1% |
| 30D | -23.0% | -32.1% | +9.1% | -19.2% |
| 3M | -21.6% | -46.0% | +24.3% | -16.3% |
| 6M | +1.4% | -65.7% | +67.1% | +10.0% |
| YTD | -31.2% | +155.9% | -187.1% | -54.8% |
| 1Y | -35.9% | +300.8% | -336.7% | -62.6% |
| 3Y | +836.9% | +1,981.6% | -1,144.6% | +187.4% |
| 5Y | +121.1% | +359.3% | -238.1% | +7.9% |
| All | +123.6% | +314.3% | -190.7% | +5.7% |
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