+837.0%
APO vs AXON
+1,027.4%
-190.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -0.7% |
| 7D | +3.5% | -19.7% | +23.2% | +8.6% |
| 30D | +4.4% | -25.7% | +30.1% | +11.6% |
| 3M | -12.1% | -48.8% | +36.7% | +2.6% |
| 6M | -7.2% | -22.0% | +14.7% | -4.6% |
| YTD | -15.1% | -45.9% | +30.8% | -5.7% |
| 1Y | -7.7% | -46.1% | +38.4% | +2.6% |
| 3Y | +49.6% | +40.9% | +8.7% | +23.1% |
| 5Y | +78.3% | +80.2% | -1.9% | +31.2% |
| All | +837.0% | +1,027.4% | -190.5% | +358.6% |
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