+1,016.4%
AXON vs APTV
-27.3%
+1,043.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -2.1% |
| 7D | -19.7% | -5.0% | -14.7% | -17.9% |
| 30D | -25.7% | -12.3% | -13.4% | -21.7% |
| 3M | -48.8% | -19.9% | -28.8% | -44.2% |
| 6M | -22.0% | -29.4% | +7.4% | -12.7% |
| YTD | -45.9% | -49.0% | +3.1% | -32.0% |
| 1Y | -46.1% | -53.1% | +7.0% | -30.0% |
| 3Y | +40.9% | -48.9% | +89.8% | +66.6% |
| 5Y | +80.2% | -77.2% | +157.5% | +189.3% |
| All | +1,016.4% | -27.3% | +1,043.6% | +979.8% |
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