+554.7%
AXTI vs APA
+333.1%
+221.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.8% | +11.0% | +12.4% |
| 7D | +24.0% | -1.7% | +25.7% | +24.5% |
| 30D | -21.5% | +15.7% | -37.2% | -25.0% |
| 3M | -23.4% | +16.5% | -39.8% | -27.2% |
| 6M | +114.9% | +35.1% | +79.8% | +95.1% |
| YTD | +325.4% | +82.2% | +243.2% | +255.5% |
| 1Y | +2,136.7% | +102.5% | +2,034.2% | +1,716.4% |
| 3Y | +2,835.0% | +10.3% | +2,824.7% | +2,600.9% |
| 5Y | +652.8% | +166.1% | +486.7% | +420.0% |
| 10Y | +1,513.9% | -4.9% | +1,518.8% | +1,045.3% |
| All | +554.7% | +333.1% | +221.6% | +165.0% |
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