+391.7%
APP vs AXTI
+436.9%
-45.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.7% | -7.5% | +0.7% |
| 7D | +0.9% | +5.1% | -4.3% | 0.0% |
| 30D | -23.3% | -10.2% | -13.1% | -23.5% |
| 3M | -42.6% | -41.8% | -0.8% | -40.8% |
| 6M | -33.6% | +57.5% | -91.1% | -47.0% |
| YTD | -52.4% | +277.0% | -329.4% | -69.9% |
| 1Y | -35.9% | +1,982.4% | -2,018.3% | -73.2% |
| 3Y | +642.2% | +2,234.8% | -1,592.6% | +142.4% |
| 5Y | +311.1% | +528.3% | -217.3% | +108.2% |
| All | +391.7% | +436.9% | -45.3% | +139.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling