+90.5%
APH vs AXON
+140.4%
-49.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.0% | -38.8% | -45.8% |
| 7D | -48.7% | -15.6% | -33.1% | -46.0% |
| 30D | -51.9% | -15.4% | -36.5% | -49.7% |
| 3M | -43.6% | +0.5% | -44.0% | -43.2% |
| 6M | -37.5% | -9.5% | -28.0% | -36.3% |
| YTD | -38.6% | -9.2% | -29.4% | -37.8% |
| 1Y | -26.3% | -29.4% | +3.0% | -21.9% |
| All | +90.5% | +140.4% | -49.9% | +46.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling