+1,422.0%
AXTI vs STLA
+263.8%
+1,158.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.3% | +8.4% | +9.4% |
| 7D | +5.1% | +2.6% | +2.6% | +4.5% |
| 30D | -10.2% | -1.2% | -8.9% | -10.4% |
| 3M | -41.8% | -24.8% | -17.1% | -38.3% |
| 6M | +57.5% | -25.6% | +83.1% | +66.0% |
| YTD | +277.0% | -48.9% | +325.9% | +325.8% |
| 1Y | +1,982.4% | -38.8% | +2,021.2% | +2,128.6% |
| 3Y | +2,234.8% | -64.5% | +2,299.4% | +2,762.0% |
| 5Y | +528.3% | -62.4% | +590.8% | +649.5% |
| 10Y | +1,310.5% | +55.4% | +1,255.1% | +1,281.0% |
| All | +1,422.0% | +263.8% | +1,158.2% | +1,300.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling