+367.9%
APP vs AXTI
+500.3%
-132.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -4.4% | +21.0% | -25.4% | -7.4% |
| 30D | -10.0% | -6.6% | -3.4% | -10.1% |
| 3M | -41.4% | -12.1% | -29.4% | -43.4% |
| 6M | -41.0% | +78.7% | -119.7% | -53.7% |
| YTD | -54.7% | +321.5% | -376.2% | -71.9% |
| 1Y | -45.3% | +2,166.8% | -2,212.1% | -77.4% |
| 3Y | +624.3% | +2,807.6% | -2,183.3% | +122.6% |
| 5Y | +329.1% | +651.5% | -322.4% | +110.7% |
| All | +367.9% | +500.3% | -132.4% | +123.5% |
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 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