+743.4%
AXTI vs STM
+18.6%
+724.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.9% |
| 7D | +5.1% | -1.4% | +6.5% | +6.1% |
| 30D | -17.5% | -4.9% | -12.5% | -13.4% |
| 3M | -26.7% | -34.0% | +7.3% | -0.9% |
| 6M | +36.8% | +51.8% | -15.1% | +5.1% |
| YTD | +296.1% | +99.4% | +196.8% | +158.0% |
| 1Y | +1,810.6% | +99.1% | +1,711.6% | +1,141.2% |
| 3Y | +2,587.6% | +19.5% | +2,568.1% | +2,243.0% |
| All | +743.4% | +18.6% | +724.7% | +664.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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