-26.4%
APP vs AXTI
+287.8%
-314.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.9% | +7.8% | +4.1% |
| 7D | +4.6% | +7.6% | -3.0% | +4.2% |
| 30D | +56.0% | -32.1% | +88.1% | +58.4% |
| 3M | +30.8% | -46.0% | +76.8% | +33.9% |
| 6M | -9.8% | -65.7% | +55.9% | -7.7% |
| YTD | -39.3% | +155.9% | -195.2% | -54.3% |
| 1Y | -26.4% | +300.8% | -327.2% | -53.2% |
| All | -26.4% | +287.8% | -314.2% | -53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling