+116,046.4%
AAPL vs AXON
+59,542.0%
+56,504.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.6% | +2.8% |
| 7D | +3.7% | -28.7% | +32.4% | +8.1% |
| 30D | +4.2% | -28.3% | +32.5% | +8.4% |
| 3M | +12.0% | -46.9% | +58.9% | +20.8% |
| 6M | +19.8% | -24.9% | +44.6% | +22.2% |
| YTD | +29.3% | -46.6% | +76.0% | +36.7% |
| 1Y | +31.1% | -49.7% | +80.8% | +39.5% |
| 3Y | +94.9% | +40.6% | +54.3% | +74.7% |
| 5Y | +138.1% | +71.9% | +66.2% | +103.1% |
| 10Y | +1,276.0% | +1,180.9% | +95.1% | +772.4% |
| All | +116,046.4% | +59,542.0% | +56,504.4% | +50,055.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling