+172.6%
HPE vs AXTI
+106.6%
+66.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.1% | +5.2% |
| 7D | +13.6% | +21.0% | -7.4% | +11.1% |
| 30D | +7.7% | -6.6% | +14.4% | +8.0% |
| 3M | +22.4% | -12.1% | +34.4% | +19.1% |
| 6M | +172.6% | +78.7% | +93.9% | +142.4% |
| All | +172.6% | +106.6% | +66.0% | +142.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling