+122.9%
APH vs AXON
+179.8%
-57.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.0% | -38.8% | -45.7% |
| 7D | -48.7% | -15.6% | -33.1% | -45.8% |
| 30D | -51.9% | -15.4% | -36.5% | -49.6% |
| 3M | -43.6% | +0.5% | -44.0% | -43.4% |
| 6M | -37.5% | -9.5% | -28.0% | -36.4% |
| YTD | -38.6% | -9.2% | -29.4% | -38.0% |
| 1Y | -26.3% | -29.4% | +3.0% | -21.7% |
| 3Y | +89.2% | +139.4% | -50.2% | +42.1% |
| All | +122.9% | +179.8% | -57.0% | +46.8% |
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