+480.1%
AXTI vs APD
+1,323.0%
-842.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.6% | +10.1% |
| 7D | +5.1% | -2.2% | +7.3% | +6.2% |
| 30D | -10.2% | +2.1% | -12.3% | -11.4% |
| 3M | -41.8% | +7.2% | -49.0% | -44.6% |
| 6M | +57.5% | +11.2% | +46.3% | +47.9% |
| YTD | +277.0% | +24.4% | +252.6% | +236.4% |
| 1Y | +1,982.4% | +6.7% | +1,975.8% | +1,864.5% |
| 3Y | +2,234.8% | +9.2% | +2,225.6% | +2,055.8% |
| 5Y | +528.3% | +27.4% | +501.0% | +438.7% |
| 10Y | +1,310.5% | +164.8% | +1,145.7% | +773.0% |
| All | +480.1% | +1,323.0% | -842.8% | +48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling