+285.6%
APH vs AXON
+140.4%
+145.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.0% | +1.6% |
| 7D | +5.0% | -14.2% | +19.1% | +7.5% |
| 30D | -3.9% | -15.4% | +11.5% | -1.8% |
| 3M | +13.0% | +0.5% | +12.5% | +11.0% |
| 6M | +25.2% | -9.5% | +34.7% | +24.6% |
| YTD | +22.9% | -9.2% | +32.1% | +21.7% |
| 1Y | +47.8% | -29.4% | +77.2% | +53.0% |
| All | +285.6% | +140.4% | +145.2% | +190.4% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling