+78.7%
APO vs AXON
+83.1%
-4.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -1.0% | +1.0% |
| 7D | +5.8% | +0.8% | +5.0% | +5.5% |
| 30D | +8.9% | -22.8% | +31.7% | +15.7% |
| 3M | -13.6% | -48.8% | +35.1% | +1.7% |
| 6M | -5.4% | -16.3% | +10.9% | -4.7% |
| YTD | -13.6% | -44.5% | +30.8% | -3.9% |
| 1Y | -2.5% | -43.4% | +40.9% | +7.7% |
| 3Y | +50.9% | +44.3% | +6.6% | +13.4% |
| All | +78.7% | +83.1% | -4.4% | +7.2% |
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