+15,926.2%
APH vs AXON
+83,345.3%
-67,419.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.8% | -8.0% | -6.4% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -9.5% | +3.0% | -12.5% | -10.0% |
| 3M | -7.6% | -30.1% | +22.5% | -3.5% |
| 6M | +12.4% | +7.7% | +4.7% | +9.2% |
| YTD | +17.5% | -25.3% | +42.8% | +19.7% |
| 1Y | +16.4% | -39.9% | +56.3% | +22.2% |
| 3Y | +281.6% | +95.2% | +186.4% | +229.7% |
| 5Y | +317.7% | +129.9% | +187.9% | +245.0% |
| 10Y | +967.8% | +1,829.8% | -862.0% | +528.3% |
| All | +15,926.2% | +83,345.3% | -67,419.1% | +6,470.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling