+651.5%
AXTI vs STRL
+2,102.6%
-1,451.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.2% |
| 7D | +21.0% | +8.2% | +12.8% | +16.6% |
| 30D | -6.6% | -6.3% | -0.3% | -1.9% |
| 3M | -12.1% | -41.2% | +29.1% | +17.1% |
| 6M | +78.7% | +20.4% | +58.3% | +58.2% |
| YTD | +321.5% | +61.7% | +259.8% | +227.1% |
| 1Y | +2,166.8% | +72.7% | +2,094.1% | +1,622.9% |
| 3Y | +2,807.6% | +530.9% | +2,276.7% | +1,052.4% |
| 5Y | +651.5% | +2,125.4% | -1,473.9% | +100.4% |
| All | +651.5% | +2,102.6% | -1,451.2% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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