+528.8%
APP vs AXTI
+273.8%
+255.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +10.4% | -5.6% | +3.4% |
| 7D | +79.2% | -11.0% | +90.1% | +79.7% |
| 30D | +48.0% | -37.3% | +85.3% | +55.5% |
| 3M | +18.2% | -51.6% | +69.8% | +26.5% |
| 6M | -12.5% | -63.1% | +50.6% | -7.5% |
| YTD | -39.2% | +162.4% | -201.6% | -60.6% |
| 1Y | -33.9% | +353.6% | -387.5% | -62.3% |
| 3Y | +933.3% | +1,972.9% | -1,039.7% | +215.4% |
| 5Y | +295.9% | +370.0% | -74.1% | +104.6% |
| All | +528.8% | +273.8% | +255.1% | +213.4% |
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 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