+244.7%
APLD vs AXON
+141.3%
+103.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.1% | +10.7% | +8.7% |
| 7D | +3.1% | -28.7% | +31.8% | +15.9% |
| 30D | -29.4% | -28.3% | -1.1% | -20.7% |
| 3M | -42.8% | -46.9% | +4.1% | -28.6% |
| 6M | -59.5% | -24.9% | -34.6% | -58.0% |
| YTD | -31.8% | -46.6% | +14.8% | -19.3% |
| 1Y | -46.0% | -49.7% | +3.7% | -33.9% |
| 3Y | +252.0% | +40.6% | +211.4% | +158.7% |
| All | +244.7% | +141.3% | +103.4% | +22.2% |
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 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