+883.4%
APH vs AXON
+1,304.2%
-420.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -18.2% | +22.3% | +7.5% |
| 7D | -5.9% | -26.8% | +20.9% | -0.7% |
| 30D | -14.8% | -22.9% | +8.1% | -11.1% |
| 3M | -12.4% | -40.1% | +27.7% | -4.9% |
| 6M | +8.1% | -18.9% | +26.9% | +8.7% |
| YTD | +10.9% | -44.9% | +55.8% | +19.5% |
| 1Y | +8.8% | -46.7% | +55.5% | +18.0% |
| 3Y | +262.1% | +44.3% | +217.7% | +207.8% |
| 5Y | +283.1% | +71.4% | +211.8% | +202.0% |
| All | +883.4% | +1,304.2% | -420.8% | +485.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling