+640.8%
APP vs AXTI
+2,786.3%
-2,145.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +12.8% | -15.5% | -4.0% |
| 7D | +0.1% | +24.0% | -23.9% | -2.2% |
| 30D | -10.0% | -21.5% | +11.4% | -8.6% |
| 3M | -44.6% | -23.4% | -21.3% | -45.0% |
| 6M | -37.9% | +114.9% | -152.8% | -48.2% |
| YTD | -53.7% | +325.4% | -379.1% | -66.1% |
| 1Y | -43.0% | +2,136.7% | -2,179.6% | -67.8% |
| 3Y | +640.8% | +2,835.0% | -2,194.3% | +291.4% |
| All | +640.8% | +2,786.3% | -2,145.5% | +291.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling