+293.8%
AXTI vs APA
+384.2%
-90.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.5% | -4.3% |
| 7D | +7.6% | +8.5% | -0.9% | +5.4% |
| 30D | -32.1% | +2.8% | -34.8% | -32.4% |
| 3M | -46.0% | +21.7% | -67.7% | -48.9% |
| 6M | -65.7% | +32.6% | -98.3% | -68.5% |
| YTD | +155.9% | +103.7% | +52.2% | +107.0% |
| 1Y | +300.8% | +101.8% | +199.0% | +224.3% |
| 3Y | +1,981.6% | +48.1% | +1,933.5% | +1,676.8% |
| 5Y | +359.3% | +91.9% | +267.4% | +246.5% |
| 10Y | +780.8% | +8.4% | +772.5% | +502.8% |
| All | +293.8% | +384.2% | -90.4% | +54.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling