+105,872.1%
AAPL vs AXON
+101,343.3%
+4,528.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -2.0% |
| 7D | +0.1% | -14.2% | +14.2% | +2.0% |
| 30D | +3.0% | -15.4% | +18.4% | +4.8% |
| 3M | +2.9% | +0.5% | +2.4% | +1.9% |
| 6M | +22.1% | -9.5% | +31.6% | +21.8% |
| YTD | +18.0% | -9.2% | +27.2% | +16.9% |
| 1Y | +33.9% | -29.4% | +63.3% | +36.7% |
| 3Y | +71.2% | +139.4% | -68.2% | +43.6% |
| 5Y | +112.6% | +178.9% | -66.3% | +70.9% |
| 10Y | +1,198.8% | +1,840.8% | -642.0% | +680.6% |
| All | +105,872.1% | +101,343.3% | +4,528.8% | +42,789.4% |
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