+247.7%
APH vs AXON
+74.4%
+173.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.8% | +0.5% | -7.7% |
| 7D | -12.7% | -12.7% | -0.1% | -10.7% |
| 30D | -19.2% | -8.6% | -10.5% | -18.0% |
| 3M | -16.7% | -37.2% | +20.5% | -10.8% |
| 6M | +5.1% | +0.5% | +4.6% | +1.5% |
| YTD | +6.6% | -32.6% | +39.2% | +10.6% |
| 1Y | +3.9% | -40.2% | +44.1% | +10.2% |
| All | +247.7% | +74.4% | +173.4% | +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 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