+268.0%
APH vs AXON
+105.6%
+162.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.8% | +0.5% | -7.4% |
| 7D | -12.7% | -12.7% | -0.1% | -10.3% |
| 30D | -19.2% | -8.6% | -10.5% | -17.8% |
| 3M | -16.7% | -37.2% | +20.5% | -9.6% |
| 6M | +5.1% | +0.5% | +4.6% | +1.4% |
| YTD | +6.6% | -32.6% | +39.2% | +11.3% |
| 1Y | +3.9% | -40.2% | +44.1% | +11.4% |
| 3Y | +246.0% | +76.1% | +169.9% | +169.0% |
| 5Y | +268.0% | +109.5% | +158.5% | +143.3% |
| All | +268.0% | +105.6% | +162.4% | +143.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling