+506.6%
APP vs AXTI
+242.4%
+264.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -8.4% | +4.9% | -2.4% |
| 7D | +61.1% | -23.4% | +84.5% | +65.0% |
| 30D | +42.8% | -42.6% | +85.3% | +51.8% |
| 3M | +16.7% | -46.7% | +63.4% | +23.0% |
| 6M | -15.6% | -66.2% | +50.6% | -9.7% |
| YTD | -41.3% | +140.4% | -181.7% | -61.5% |
| 1Y | -39.3% | +276.5% | -315.8% | -64.2% |
| 3Y | +803.2% | +1,885.4% | -1,082.2% | +174.7% |
| 5Y | +313.2% | +350.3% | -37.1% | +113.9% |
| All | +506.6% | +242.4% | +264.2% | +206.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling