+396.0%
HPE vs AXTI
+614.9%
-218.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.1% | +12.3% | +12.4% |
| 7D | +19.4% | +5.1% | +14.3% | +18.8% |
| 30D | +5.6% | -17.5% | +23.1% | +7.2% |
| 3M | +33.1% | -26.7% | +59.7% | +33.3% |
| 6M | +192.5% | +36.8% | +155.7% | +166.7% |
| YTD | +160.9% | +296.1% | -135.2% | +106.5% |
| 1Y | +155.0% | +1,810.6% | -1,655.7% | +64.2% |
| 3Y | +289.4% | +2,587.6% | -2,298.1% | +114.6% |
| All | +396.0% | +614.9% | -218.9% | +222.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling