+1,059.7%
APH vs AXON
+1,827.7%
-768.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.0% | +1.7% |
| 7D | +5.0% | -14.2% | +19.1% | +7.8% |
| 30D | -3.9% | -15.4% | +11.5% | -1.6% |
| 3M | +13.0% | +0.5% | +12.5% | +10.9% |
| 6M | +25.2% | -9.5% | +34.7% | +24.4% |
| YTD | +22.9% | -9.2% | +32.1% | +21.5% |
| 1Y | +47.8% | -29.4% | +77.2% | +52.9% |
| 3Y | +283.0% | +139.4% | +143.6% | +198.6% |
| 5Y | +349.7% | +178.9% | +170.7% | +226.2% |
| All | +1,059.7% | +1,827.7% | -768.0% | +523.4% |
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 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