+1,077.4%
STX vs AXTI
+651.5%
+426.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.9% |
| 7D | +9.6% | +21.0% | -11.4% | +6.5% |
| 30D | +10.6% | -6.6% | +17.2% | +11.5% |
| 3M | +4.8% | -12.1% | +16.9% | +3.5% |
| 6M | +137.3% | +78.7% | +58.5% | +107.8% |
| YTD | +222.5% | +321.5% | -99.0% | +142.5% |
| 1Y | +366.2% | +2,166.8% | -1,800.6% | +173.9% |
| 3Y | +1,352.9% | +2,807.6% | -1,454.7% | +620.5% |
| 5Y | +1,077.4% | +651.5% | +426.0% | +639.8% |
| All | +1,077.4% | +651.5% | +426.0% | +639.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling