+951.3%
APH vs AXON
+1,278.1%
-326.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -3.1% | +11.3% | +8.8% |
| 7D | +1.1% | -28.7% | +29.8% | +7.1% |
| 30D | -7.5% | -28.3% | +20.8% | -2.2% |
| 3M | -4.4% | -46.9% | +42.5% | +6.2% |
| 6M | +26.5% | -24.9% | +51.3% | +29.2% |
| YTD | +20.0% | -46.6% | +66.7% | +30.0% |
| 1Y | +16.9% | -49.7% | +66.5% | +28.1% |
| 3Y | +288.5% | +40.6% | +247.9% | +232.0% |
| 5Y | +310.3% | +71.9% | +238.4% | +223.1% |
| 10Y | +951.3% | +1,180.9% | -229.6% | +529.2% |
| All | +951.3% | +1,278.1% | -326.8% | +529.2% |
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