+480.1%
AXTI vs STM
+498.5%
-18.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.9% | +7.8% | +8.7% |
| 7D | +5.1% | +5.8% | -0.7% | +2.2% |
| 30D | -10.2% | -1.0% | -9.2% | -8.1% |
| 3M | -41.8% | -33.3% | -8.6% | -26.0% |
| 6M | +57.5% | +57.4% | +0.2% | +27.5% |
| YTD | +277.0% | +102.2% | +174.8% | +168.0% |
| 1Y | +1,982.4% | +99.6% | +1,882.8% | +1,388.2% |
| 3Y | +2,234.8% | +14.5% | +2,220.3% | +2,032.1% |
| 5Y | +528.3% | +21.4% | +507.0% | +448.5% |
| 10Y | +1,310.5% | +695.0% | +615.6% | +403.4% |
| All | +480.1% | +498.5% | -18.4% | +76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling