+601.0%
AXTI vs APA
+169.7%
+431.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.9% |
| 7D | +15.1% | +0.8% | +14.3% | +14.9% |
| 30D | -12.3% | +9.6% | -21.9% | -14.4% |
| 3M | -24.1% | +18.0% | -42.2% | -27.9% |
| 6M | +46.0% | +41.9% | +4.2% | +31.6% |
| YTD | +295.7% | +86.3% | +209.4% | +230.4% |
| 1Y | +1,825.6% | +97.9% | +1,727.7% | +1,478.5% |
| 3Y | +2,630.0% | +12.8% | +2,617.2% | +2,388.2% |
| 5Y | +601.0% | +177.2% | +423.8% | +423.7% |
| All | +601.0% | +169.7% | +431.3% | +423.7% |
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