+1,472.1%
AXTI vs APD
+166.7%
+1,305.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.5% |
| 7D | +5.1% | -3.3% | +8.3% | +6.8% |
| 30D | -17.5% | -4.2% | -13.3% | -16.0% |
| 3M | -26.7% | +5.4% | -32.1% | -30.2% |
| 6M | +36.8% | +6.3% | +30.5% | +29.1% |
| YTD | +296.1% | +20.3% | +275.8% | +249.3% |
| 1Y | +1,810.6% | +1.6% | +1,809.0% | +1,727.6% |
| 3Y | +2,587.6% | +4.0% | +2,583.5% | +2,392.4% |
| 5Y | +601.7% | +23.3% | +578.4% | +476.4% |
| All | +1,472.1% | +166.7% | +1,305.4% | +658.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling