+1,628.9%
APO vs AXON
+7,354.1%
-5,725.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -0.7% |
| 7D | +3.5% | -19.7% | +23.2% | +7.9% |
| 30D | +4.4% | -25.7% | +30.1% | +10.7% |
| 3M | -12.1% | -48.8% | +36.7% | +0.6% |
| 6M | -7.2% | -22.0% | +14.7% | -4.7% |
| YTD | -15.1% | -45.9% | +30.8% | -6.9% |
| 1Y | -7.7% | -46.1% | +38.4% | +1.3% |
| 3Y | +49.6% | +40.9% | +8.7% | +28.5% |
| 5Y | +78.3% | +80.2% | -1.9% | +40.6% |
| 10Y | +827.7% | +1,029.9% | -202.2% | +395.4% |
| All | +1,628.9% | +7,354.1% | -5,725.2% | +493.1% |
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