+33.4%
AAPL vs AXON
-31.4%
+64.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.1% |
| 7D | -2.7% | -2.5% | -0.3% | -2.6% |
| 30D | +1.0% | -11.5% | +12.5% | +1.5% |
| 3M | +5.0% | +7.3% | -2.3% | +4.2% |
| 6M | +23.0% | -11.9% | +35.0% | +22.3% |
| YTD | +16.6% | -11.0% | +27.6% | +16.5% |
| 1Y | +33.4% | -31.8% | +65.2% | +37.1% |
| All | +33.4% | -31.4% | +64.8% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling