+1,363.8%
AXTI vs APTV
+180.7%
+1,183.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.7% | -8.8% | -7.5% |
| 7D | +15.1% | -1.8% | +16.9% | +15.8% |
| 30D | -12.3% | -7.9% | -4.4% | -8.9% |
| 3M | -24.1% | -29.9% | +5.8% | -9.8% |
| 6M | +46.0% | -36.6% | +82.6% | +79.7% |
| YTD | +295.7% | -40.0% | +335.7% | +395.2% |
| 1Y | +1,825.6% | -44.0% | +1,869.6% | +2,408.4% |
| 3Y | +2,630.0% | -54.5% | +2,684.5% | +3,770.4% |
| 5Y | +601.0% | -68.8% | +669.8% | +1,067.2% |
| 10Y | +1,459.0% | -16.9% | +1,476.0% | +1,488.4% |
| All | +1,363.8% | +180.7% | +1,183.1% | +426.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 all: compounded portfolio wealth divided by compounded APTV 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…
all analysis · Full analysis span regression · 6 months rolling