+88.4%
AXON vs APA
+94.1%
-5.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.6% |
| 7D | +0.8% | +8.5% | -7.8% | 0.0% |
| 30D | -22.8% | +2.8% | -25.5% | -23.1% |
| 3M | -48.8% | +21.7% | -70.5% | -50.0% |
| 6M | -16.3% | +32.6% | -48.9% | -19.3% |
| YTD | -44.5% | +103.7% | -148.2% | -50.7% |
| 1Y | -43.4% | +101.8% | -145.2% | -49.8% |
| 3Y | +44.3% | +48.1% | -3.8% | +29.5% |
| All | +88.4% | +94.1% | -5.7% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling