+651.5%
AXTI vs APD
+25.2%
+626.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | +21.0% | -4.6% | +25.6% | +23.4% |
| 30D | -6.6% | -4.2% | -2.4% | -5.3% |
| 3M | -12.1% | +5.0% | -17.0% | -15.9% |
| 6M | +78.7% | +8.9% | +69.8% | +67.2% |
| YTD | +321.5% | +21.9% | +299.6% | +272.1% |
| 1Y | +2,166.8% | +5.6% | +2,161.2% | +2,040.7% |
| 3Y | +2,807.6% | +6.9% | +2,800.7% | +2,598.3% |
| 5Y | +651.5% | +25.3% | +626.1% | +479.8% |
| All | +651.5% | +25.2% | +626.2% | +479.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling