+6.3%
APH vs AXTX
-90.7%
+97.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +38.5% | -39.3% | -3.0% |
| 7D | +0.4% | -15.5% | +15.9% | +0.1% |
| 30D | -8.0% | -56.6% | +48.6% | -6.2% |
| 3M | -5.0% | -76.6% | +71.6% | -2.0% |
| 6M | +29.9% | -96.4% | +126.3% | +27.1% |
| All | +6.3% | -90.7% | +97.0% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling