+966.7%
AXTI vs APLD
+477.4%
+489.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | -0.4% |
| 7D | +21.0% | +9.0% | +12.0% | +19.8% |
| 30D | -6.6% | -6.6% | 0.0% | -5.5% |
| 3M | -12.1% | -35.2% | +23.2% | -6.8% |
| 6M | +78.7% | +0.4% | +78.3% | +79.7% |
| YTD | +321.5% | +10.7% | +310.8% | +314.3% |
| 1Y | +2,166.8% | +78.6% | +2,088.2% | +2,006.0% |
| 3Y | +2,807.6% | +423.9% | +2,383.7% | +2,136.1% |
| All | +966.7% | +477.4% | +489.3% | +685.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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