+16.4%
APH vs AXON
-40.7%
+57.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.8% | -8.0% | -6.4% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -9.5% | +3.0% | -12.5% | -9.8% |
| 3M | -7.6% | -30.1% | +22.5% | -4.0% |
| 6M | +12.4% | +7.7% | +4.7% | +6.3% |
| YTD | +17.5% | -25.3% | +42.8% | +24.1% |
| 1Y | +16.4% | -39.9% | +56.3% | +24.7% |
| All | +16.4% | -40.7% | +57.1% | +24.7% |
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