+677.7%
HPE vs AXTI
+2,977.9%
-2,300.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +12.8% | -5.1% | +6.2% |
| 7D | +10.1% | +24.0% | -13.8% | +7.3% |
| 30D | +5.3% | -21.5% | +26.8% | +7.4% |
| 3M | +12.7% | -23.4% | +36.1% | +12.3% |
| 6M | +167.7% | +114.9% | +52.8% | +127.7% |
| YTD | +135.5% | +325.4% | -190.0% | +78.5% |
| 1Y | +143.4% | +2,136.7% | -1,993.3% | +45.6% |
| 3Y | +249.2% | +2,835.0% | -2,585.9% | +78.2% |
| 5Y | +343.8% | +652.8% | -309.0% | +165.3% |
| 10Y | +495.9% | +1,513.9% | -1,018.1% | +172.6% |
| All | +677.7% | +2,977.9% | -2,300.2% | +263.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling