+456.7%
AXTI vs STZ
+14.7%
+441.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +5.3% | -12.7% | -3.8% |
| 7D | -26.2% | +13.0% | -39.1% | -19.3% |
| 30D | -45.1% | +29.4% | -74.6% | -36.0% |
| 3M | -27.2% | +11.6% | -38.8% | -18.6% |
| 6M | -55.2% | -0.2% | -54.9% | -48.8% |
| YTD | +190.8% | +8.6% | +182.2% | +211.6% |
| 1Y | +456.7% | +15.9% | +440.7% | +518.7% |
| All | +456.7% | +14.7% | +441.9% | +518.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling