+356.3%
AXTI vs APA
+94.1%
+262.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.5% | -4.3% |
| 7D | +7.6% | +8.5% | -0.9% | +5.6% |
| 30D | -32.1% | +2.8% | -34.8% | -32.4% |
| 3M | -46.0% | +21.7% | -67.7% | -48.7% |
| 6M | -65.7% | +32.6% | -98.3% | -68.3% |
| YTD | +155.9% | +103.7% | +52.2% | +107.6% |
| 1Y | +300.8% | +101.8% | +199.0% | +225.1% |
| 3Y | +1,981.6% | +48.1% | +1,933.5% | +1,678.1% |
| All | +356.3% | +94.1% | +262.2% | +239.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 5y: compounded portfolio wealth divided by compounded APA 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…
5y analysis · Full analysis span regression · 6 months rolling