+77.2%
AXON vs APA
+71.7%
+5.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.6% | -20.8% | -18.4% |
| 7D | -26.8% | -15.5% | -11.3% | -25.8% |
| 30D | -22.9% | +2.4% | -25.3% | -23.2% |
| 3M | -40.1% | +22.8% | -62.9% | -41.7% |
| 6M | -18.9% | +17.9% | -36.8% | -21.0% |
| YTD | -44.9% | +87.7% | -132.6% | -50.8% |
| 1Y | -46.7% | +94.2% | -140.9% | -52.7% |
| 3Y | +44.3% | +27.2% | +17.1% | +32.2% |
| All | +77.2% | +71.7% | +5.5% | +51.3% |
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