-5.5%
STZ vs AXTX
-90.7%
+85.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +38.5% | -39.5% | +0.4% |
| 7D | -0.9% | -15.5% | +14.6% | -0.7% |
| 30D | +14.9% | -56.6% | +71.5% | +13.6% |
| 3M | +8.4% | -76.6% | +85.0% | +6.7% |
| 6M | +2.8% | -96.4% | +99.2% | +0.9% |
| All | -5.5% | -90.7% | +85.2% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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