+554.7%
AXTI vs STZ
+2,343.4%
-1,788.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -5.6% | +18.5% | +14.6% |
| 7D | +24.0% | -7.4% | +31.4% | +26.6% |
| 30D | -21.5% | -10.9% | -10.6% | -19.2% |
| 3M | -23.4% | -13.4% | -9.9% | -20.9% |
| 6M | +114.9% | -16.2% | +131.1% | +122.5% |
| YTD | +325.4% | -10.4% | +335.9% | +328.9% |
| 1Y | +2,136.7% | -14.8% | +2,151.4% | +2,188.0% |
| 3Y | +2,835.0% | -50.1% | +2,885.2% | +3,404.8% |
| 5Y | +652.8% | -38.8% | +691.6% | +736.2% |
| 10Y | +1,513.9% | -14.1% | +1,528.0% | +1,473.2% |
| All | +554.7% | +2,343.4% | -1,788.8% | +120.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling