+1,028.0%
AXON vs APA
+0.4%
+1,027.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | -27.4% | -5.5% | -21.8% | -26.9% |
| 30D | -28.5% | -1.2% | -27.3% | -28.5% |
| 3M | -49.3% | +10.6% | -59.8% | -50.4% |
| 6M | -25.0% | +28.4% | -53.5% | -28.8% |
| YTD | -46.7% | +89.7% | -136.5% | -53.3% |
| 1Y | -48.3% | +90.6% | -138.9% | -54.7% |
| 3Y | +38.8% | +36.9% | +1.9% | +24.2% |
| 5Y | +77.7% | +83.2% | -5.5% | +46.1% |
| 10Y | +1,028.0% | -0.1% | +1,028.2% | +694.1% |
| All | +1,028.0% | +0.4% | +1,027.7% | +694.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling