+5,163.5%
AXON vs APTV
+145.2%
+5,018.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.6% |
| 7D | -28.7% | -9.8% | -19.0% | -25.6% |
| 30D | -28.3% | -8.9% | -19.4% | -25.4% |
| 3M | -46.9% | -19.5% | -27.4% | -42.1% |
| 6M | -24.9% | -31.1% | +6.2% | -14.7% |
| YTD | -46.6% | -47.5% | +0.9% | -33.2% |
| 1Y | -49.7% | -52.3% | +2.6% | -34.6% |
| 3Y | +40.6% | -45.2% | +85.7% | +62.2% |
| 5Y | +71.9% | -76.9% | +148.7% | +177.0% |
| 10Y | +1,180.9% | -25.1% | +1,206.0% | +981.4% |
| All | +5,163.5% | +145.2% | +5,018.4% | +2,774.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling