+1,982.4%
AXTI vs APO
+1.9%
+1,980.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.6% | +10.3% | +9.9% |
| 7D | +5.1% | -1.0% | +6.1% | +5.7% |
| 30D | -10.2% | +3.5% | -13.6% | -13.1% |
| 3M | -41.8% | +4.5% | -46.4% | -44.0% |
| 6M | +57.5% | +22.8% | +34.7% | +39.0% |
| YTD | +277.0% | -6.5% | +283.5% | +285.1% |
| 1Y | +1,982.4% | +0.8% | +1,981.6% | +1,823.8% |
| All | +1,982.4% | +1.9% | +1,980.6% | +1,823.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 1y: compounded portfolio wealth divided by compounded APO 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…
1y analysis · Full analysis span regression · 6 months rolling