+9,929.9%
STX vs AXTI
+2,045.6%
+7,884.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -2.5% |
| 7D | +14.6% | +7.6% | +7.0% | +13.3% |
| 30D | -26.0% | -32.1% | +6.1% | -21.8% |
| 3M | -42.6% | -46.0% | +3.4% | -37.9% |
| 6M | -35.3% | -65.7% | +30.4% | -28.1% |
| YTD | +92.5% | +155.9% | -63.4% | +54.1% |
| 1Y | +102.4% | +300.8% | -198.4% | +51.6% |
| 3Y | +673.8% | +1,981.6% | -1,307.8% | +308.9% |
| 5Y | +463.1% | +359.3% | +103.8% | +254.2% |
| 10Y | +2,014.6% | +780.8% | +1,233.7% | +978.0% |
| All | +9,929.9% | +2,045.6% | +7,884.2% | +4,137.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling