+601.0%
AXTI vs STLA
-63.7%
+664.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.1% |
| 7D | +15.1% | -3.8% | +18.9% | +16.3% |
| 30D | -12.3% | -3.1% | -9.2% | -12.1% |
| 3M | -24.1% | -19.6% | -4.5% | -19.4% |
| 6M | +46.0% | -23.5% | +69.5% | +55.0% |
| YTD | +295.7% | -51.5% | +347.2% | +381.5% |
| 1Y | +1,825.6% | -39.7% | +1,865.3% | +1,979.3% |
| 3Y | +2,630.0% | -66.3% | +2,696.3% | +3,843.2% |
| 5Y | +601.0% | -63.1% | +664.1% | +800.9% |
| All | +601.0% | -63.7% | +664.7% | +800.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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