+1,560.5%
AXTI vs APH
+1,046.4%
+514.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +21.0% | +1.6% | +19.4% | +19.0% |
| 30D | -6.6% | -3.0% | -3.6% | -3.2% |
| 3M | -12.1% | +5.7% | -17.8% | -13.8% |
| 6M | +78.7% | +20.0% | +58.7% | +50.1% |
| YTD | +321.5% | +20.8% | +300.7% | +236.3% |
| 1Y | +2,166.8% | +40.2% | +2,126.5% | +1,476.7% |
| 3Y | +2,807.6% | +288.1% | +2,519.5% | +585.0% |
| 5Y | +651.5% | +352.5% | +298.9% | +51.2% |
| 10Y | +1,560.5% | +1,062.4% | +498.0% | +28.9% |
| All | +1,560.5% | +1,046.4% | +514.1% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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