+857.2%
APO vs AXON
+1,304.2%
-447.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -18.2% | +17.7% | +4.1% |
| 7D | +0.8% | -26.8% | +27.6% | +8.4% |
| 30D | +1.0% | -22.9% | +23.9% | +7.1% |
| 3M | -8.4% | -40.1% | +31.7% | +2.8% |
| 6M | -9.1% | -18.9% | +9.8% | -7.7% |
| YTD | -18.3% | -44.9% | +26.6% | -9.6% |
| 1Y | -8.0% | -46.7% | +38.7% | +2.7% |
| 3Y | +47.1% | +44.3% | +2.7% | +20.2% |
| 5Y | +67.2% | +71.4% | -4.2% | +24.4% |
| All | +857.2% | +1,304.2% | -447.0% | +330.2% |
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 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