+377.9%
AXTI vs APD
+15.4%
+362.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.3% | -7.6% | -7.4% |
| 7D | +18.6% | +2.2% | +16.4% | +17.5% |
| 30D | -32.6% | +9.4% | -42.1% | -35.3% |
| 3M | -44.5% | +4.7% | -49.2% | -45.9% |
| 6M | -64.6% | +5.5% | -70.1% | -66.0% |
| YTD | +166.3% | +31.4% | +134.9% | +126.3% |
| 1Y | +296.5% | +24.1% | +272.4% | +243.6% |
| 3Y | +2,099.0% | +28.8% | +2,070.2% | +1,731.4% |
| 5Y | +377.9% | +15.8% | +362.2% | +278.4% |
| All | +377.9% | +15.4% | +362.5% | +278.4% |
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