+446.2%
APP vs AXON
+146.8%
+299.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -9.8% | +40.9% | +36.6% |
| 7D | +39.7% | -12.7% | +52.4% | +48.6% |
| 30D | +27.7% | -8.6% | +36.3% | +31.8% |
| 3M | -14.8% | -37.2% | +22.5% | +8.2% |
| 6M | -25.5% | +0.5% | -26.0% | -30.3% |
| YTD | -47.2% | -32.6% | -14.5% | -38.2% |
| 1Y | -42.3% | -40.2% | -2.1% | -27.7% |
| 3Y | +806.8% | +76.1% | +730.7% | +392.8% |
| 5Y | +261.6% | +109.5% | +152.2% | +40.2% |
| All | +446.2% | +146.8% | +299.4% | +82.6% |
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