+7,699.4%
APH vs AXON
+101,343.3%
-93,644.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.0% | -38.8% | -46.4% |
| 7D | -48.7% | -15.6% | -33.1% | -46.8% |
| 30D | -51.9% | -15.4% | -36.5% | -50.4% |
| 3M | -43.6% | +0.5% | -44.0% | -43.5% |
| 6M | -37.5% | -9.5% | -28.0% | -36.9% |
| YTD | -38.6% | -9.2% | -29.4% | -38.3% |
| 1Y | -26.3% | -29.4% | +3.0% | -23.4% |
| 3Y | +89.2% | +139.4% | -50.2% | +61.2% |
| 5Y | +119.8% | +178.9% | -59.1% | +79.2% |
| 10Y | +454.3% | +1,840.8% | -1,386.5% | +229.3% |
| All | +7,699.4% | +101,343.3% | -93,644.0% | +3,057.9% |
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 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