+1,360.5%
AAPL vs AXON
+1,027.4%
+333.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.2% |
| 7D | +3.1% | -19.7% | +22.8% | +6.7% |
| 30D | +4.0% | -25.7% | +29.7% | +8.9% |
| 3M | +17.4% | -48.8% | +66.2% | +30.7% |
| 6M | +20.5% | -22.0% | +42.5% | +22.4% |
| YTD | +30.9% | -45.9% | +76.8% | +40.3% |
| 1Y | +30.1% | -46.1% | +76.2% | +39.4% |
| 3Y | +92.7% | +40.9% | +51.8% | +58.7% |
| 5Y | +142.2% | +80.2% | +62.0% | +80.1% |
| All | +1,360.5% | +1,027.4% | +333.1% | +695.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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