+356.3%
AXTI vs STT
+104.1%
+252.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.8% |
| 7D | +7.6% | +4.8% | +2.8% | +3.6% |
| 30D | -32.1% | +3.9% | -36.0% | -33.1% |
| 3M | -46.0% | -8.2% | -37.8% | -40.7% |
| 6M | -65.7% | +15.6% | -81.3% | -68.7% |
| YTD | +155.9% | +37.6% | +118.3% | +103.3% |
| 1Y | +300.8% | +50.1% | +250.6% | +199.0% |
| 3Y | +1,981.6% | +183.1% | +1,798.5% | +922.6% |
| All | +356.3% | +104.1% | +252.2% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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