+1,563.3%
APO vs AXON
+7,497.1%
-5,933.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -18.2% | +17.7% | +3.5% |
| 7D | +0.8% | -26.8% | +27.6% | +7.4% |
| 30D | +1.0% | -22.9% | +23.9% | +6.4% |
| 3M | -8.4% | -40.1% | +31.7% | +1.3% |
| 6M | -9.1% | -18.9% | +9.8% | -7.7% |
| YTD | -18.3% | -44.9% | +26.6% | -10.7% |
| 1Y | -8.0% | -46.7% | +38.7% | +1.3% |
| 3Y | +47.1% | +44.3% | +2.7% | +25.7% |
| 5Y | +67.2% | +71.4% | -4.2% | +33.2% |
| 10Y | +871.8% | +1,324.0% | -452.2% | +400.0% |
| All | +1,563.3% | +7,497.1% | -5,933.7% | +468.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling