+1,804.4%
APO vs AXON
+12,416.3%
-10,611.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | +0.3% |
| 7D | -1.0% | -14.2% | +13.1% | +2.2% |
| 30D | +3.5% | -15.4% | +18.9% | +6.7% |
| 3M | +4.5% | +0.5% | +4.1% | +2.9% |
| 6M | +22.8% | -9.5% | +32.3% | +22.5% |
| YTD | -6.5% | -9.2% | +2.7% | -7.6% |
| 1Y | +0.8% | -29.4% | +30.2% | +5.0% |
| 3Y | +62.0% | +139.4% | -77.5% | +24.9% |
| 5Y | +138.2% | +178.9% | -40.7% | +71.9% |
| 10Y | +940.3% | +1,840.8% | -900.5% | +396.6% |
| All | +1,804.4% | +12,416.3% | -10,611.9% | +488.8% |
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