+762.7%
AXTI vs APD
+191.9%
+570.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -4.0% |
| 7D | +7.6% | +3.8% | +3.8% | +5.7% |
| 30D | -32.1% | +8.2% | -40.3% | -34.8% |
| 3M | -46.0% | +4.3% | -50.3% | -47.5% |
| 6M | -65.7% | +4.7% | -70.4% | -67.2% |
| YTD | +155.9% | +31.5% | +124.4% | +114.9% |
| 1Y | +300.8% | +23.5% | +277.2% | +244.6% |
| 3Y | +1,981.6% | +29.1% | +1,952.5% | +1,609.5% |
| 5Y | +359.3% | +15.9% | +343.4% | +294.4% |
| All | +762.7% | +191.9% | +570.8% | +278.7% |
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