+1,237.1%
AAPL vs AXON
+1,811.1%
-574.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.2% |
| 7D | -3.0% | -3.3% | +0.4% | -2.4% |
| 30D | +2.3% | -17.8% | +20.1% | +5.5% |
| 3M | +8.6% | +8.3% | +0.3% | +5.6% |
| 6M | +21.6% | -12.4% | +33.9% | +21.7% |
| YTD | +16.3% | -13.7% | +30.0% | +15.8% |
| 1Y | +35.1% | -33.1% | +68.1% | +40.5% |
| 3Y | +79.4% | +128.2% | -48.8% | +37.8% |
| 5Y | +109.8% | +170.5% | -60.7% | +48.5% |
| 10Y | +1,237.1% | +1,846.0% | -608.9% | +616.7% |
| All | +1,237.1% | +1,811.1% | -574.0% | +616.7% |
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