+133.0%
AAPL vs AXON
+71.5%
+61.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -18.2% | +17.7% | +1.9% |
| 7D | -0.7% | -26.8% | +26.2% | +3.3% |
| 30D | +1.7% | -22.9% | +24.6% | +4.9% |
| 3M | +9.7% | -40.1% | +49.8% | +16.5% |
| 6M | +19.3% | -18.9% | +38.2% | +19.7% |
| YTD | +26.3% | -44.9% | +71.2% | +33.3% |
| 1Y | +27.4% | -46.7% | +74.1% | +35.1% |
| 3Y | +93.6% | +44.3% | +49.3% | +54.3% |
| All | +133.0% | +71.5% | +61.5% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling