+176.9%
AXON vs APTV
-69.4%
+246.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.6% | +2.6% | -0.5% |
| 7D | -2.5% | +2.0% | -4.4% | -3.1% |
| 30D | -11.5% | -7.7% | -3.8% | -9.2% |
| 3M | +7.3% | -34.0% | +41.3% | +21.4% |
| 6M | -11.9% | -37.1% | +25.2% | +0.4% |
| YTD | -11.0% | -39.9% | +28.9% | +2.4% |
| 1Y | -31.8% | -44.4% | +12.7% | -19.5% |
| 3Y | +135.4% | -54.5% | +189.9% | +189.5% |
| 5Y | +176.9% | -69.1% | +246.0% | +283.0% |
| All | +176.9% | -69.4% | +246.3% | +283.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling