+316.8%
APP vs AXON
+173.7%
+143.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.8% | +8.9% | +9.6% |
| 7D | +4.5% | +0.2% | +4.3% | +4.4% |
| 30D | -3.6% | +3.0% | -6.6% | -5.5% |
| 3M | -35.3% | -30.1% | -5.1% | -21.3% |
| 6M | -42.8% | +7.7% | -50.5% | -47.6% |
| YTD | -59.7% | -25.3% | -34.4% | -54.8% |
| 1Y | -55.4% | -39.9% | -15.4% | -43.2% |
| 3Y | +592.0% | +95.2% | +496.8% | +260.8% |
| 5Y | +175.7% | +129.9% | +45.9% | +3.1% |
| All | +316.8% | +173.7% | +143.1% | +33.7% |
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