+24.9%
APH vs AXTX
-96.8%
+121.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -14.4% | +14.8% | +1.4% |
| 7D | +11.1% | +33.6% | -22.5% | +8.2% |
| 30D | -7.3% | -65.7% | +58.4% | -3.6% |
| 3M | -6.2% | -82.2% | +76.1% | -0.9% |
| 6M | +24.9% | -96.8% | +121.7% | +28.9% |
| All | +24.9% | -96.8% | +121.7% | +28.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling