+30.2%
AAPL vs AXON
-46.2%
+76.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | +3.2% | -19.7% | +22.9% | +4.1% |
| 30D | +4.1% | -25.7% | +29.8% | +5.3% |
| 3M | +17.5% | -48.8% | +66.3% | +20.4% |
| 6M | +20.6% | -22.0% | +42.6% | +21.6% |
| YTD | +31.0% | -45.9% | +76.9% | +32.3% |
| 1Y | +30.2% | -46.1% | +76.3% | +31.2% |
| All | +30.2% | -46.2% | +76.4% | +31.2% |
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