+652.8%
AXTI vs STLD
+291.8%
+361.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.7% | +13.6% | +13.2% |
| 7D | +24.0% | +2.7% | +21.3% | +22.0% |
| 30D | -21.5% | -8.4% | -13.0% | -17.9% |
| 3M | -23.4% | -9.9% | -13.5% | -20.0% |
| 6M | +114.9% | +33.0% | +81.9% | +81.3% |
| YTD | +325.4% | +42.6% | +282.9% | +248.7% |
| 1Y | +2,136.7% | +80.8% | +2,055.9% | +1,533.7% |
| 3Y | +2,835.0% | +143.4% | +2,691.6% | +1,764.8% |
| 5Y | +652.8% | +293.4% | +359.4% | +288.8% |
| All | +652.8% | +291.8% | +361.0% | +288.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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