+1,854.5%
AXON vs APTV
-19.3%
+1,873.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.6% | +2.6% | -0.2% |
| 7D | -2.5% | +2.0% | -4.4% | -3.2% |
| 30D | -11.5% | -7.7% | -3.8% | -8.8% |
| 3M | +7.3% | -34.0% | +41.3% | +23.9% |
| 6M | -11.9% | -37.1% | +25.2% | +2.7% |
| YTD | -11.0% | -39.9% | +28.9% | +4.8% |
| 1Y | -31.8% | -44.4% | +12.7% | -17.3% |
| 3Y | +135.4% | -54.5% | +189.9% | +193.0% |
| 5Y | +176.9% | -69.1% | +246.0% | +290.0% |
| 10Y | +1,854.5% | -20.0% | +1,874.5% | +1,663.3% |
| All | +1,854.5% | -19.3% | +1,873.8% | +1,663.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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