+3,476.8%
STX vs AXTI
+1,481.9%
+1,994.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.1% | +3.4% | -1.8% |
| 7D | +8.0% | +15.1% | -7.1% | +5.7% |
| 30D | +5.1% | -12.3% | +17.4% | +6.9% |
| 3M | +5.8% | -24.1% | +29.9% | +6.9% |
| 6M | +124.9% | +46.0% | +78.9% | +101.1% |
| YTD | +213.9% | +295.7% | -81.8% | +134.7% |
| 1Y | +350.4% | +1,825.6% | -1,475.2% | +164.5% |
| 3Y | +1,314.2% | +2,630.0% | -1,315.7% | +590.6% |
| 5Y | +1,092.8% | +601.0% | +491.8% | +595.6% |
| All | +3,476.8% | +1,481.9% | +1,994.9% | +1,543.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 10y: compounded portfolio wealth divided by compounded AXTI 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…
10y analysis · Full analysis span regression · 6 months rolling