+652.8%
AXTI vs APH
+351.1%
+301.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.2% | +14.1% | +13.9% |
| 7D | +24.0% | +0.2% | +23.8% | +23.5% |
| 30D | -21.5% | -3.3% | -18.1% | -18.4% |
| 3M | -23.4% | +14.0% | -37.4% | -30.1% |
| 6M | +114.9% | +24.4% | +90.5% | +78.8% |
| YTD | +325.4% | +21.4% | +304.0% | +243.7% |
| 1Y | +2,136.7% | +48.9% | +2,087.7% | +1,399.7% |
| 3Y | +2,835.0% | +290.1% | +2,544.9% | +610.0% |
| 5Y | +652.8% | +352.8% | +300.0% | +62.1% |
| All | +652.8% | +351.1% | +301.7% | +62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling