+50.9%
APO vs AXON
+44.5%
+6.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -1.0% | +1.2% |
| 7D | +5.8% | +0.8% | +5.0% | +5.5% |
| 30D | +8.9% | -22.8% | +31.7% | +14.4% |
| 3M | -13.6% | -48.8% | +35.1% | -1.4% |
| 6M | -5.4% | -16.3% | +10.9% | -4.6% |
| YTD | -13.6% | -44.5% | +30.8% | -5.3% |
| 1Y | -2.5% | -43.4% | +40.9% | +6.3% |
| 3Y | +50.9% | +44.3% | +6.6% | +44.2% |
| All | +50.9% | +44.5% | +6.3% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling