+946.8%
APO vs AXON
+1,845.5%
-898.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.9% |
| 7D | +0.1% | -2.5% | +2.6% | +0.7% |
| 30D | +3.9% | -11.5% | +15.4% | +6.8% |
| 3M | +3.8% | +7.3% | -3.5% | +0.3% |
| 6M | +22.3% | -11.9% | +34.2% | +22.8% |
| YTD | -7.8% | -11.0% | +3.2% | -8.6% |
| 1Y | -0.3% | -31.8% | +31.4% | +5.3% |
| 3Y | +57.1% | +135.4% | -78.3% | +15.4% |
| 5Y | +137.0% | +176.9% | -39.9% | +59.2% |
| 10Y | +946.8% | +1,854.5% | -907.6% | +362.5% |
| All | +946.8% | +1,845.5% | -898.6% | +362.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling