+743.4%
AXTI vs APO
+132.8%
+610.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.4% |
| 7D | +5.1% | -3.5% | +8.6% | +7.4% |
| 30D | -17.5% | -6.6% | -10.9% | -14.7% |
| 3M | -26.7% | -3.3% | -23.4% | -26.1% |
| 6M | +36.8% | +22.6% | +14.2% | +16.5% |
| YTD | +296.1% | -9.8% | +305.9% | +307.7% |
| 1Y | +1,810.6% | -3.9% | +1,814.5% | +1,790.3% |
| 3Y | +2,587.6% | +52.5% | +2,535.1% | +1,923.4% |
| All | +743.4% | +132.8% | +610.6% | +384.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling