+76.4%
AXON vs ALHC
+25.6%
+50.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -7.1% | -2.7% | -9.9% |
| 7D | -12.7% | -6.2% | -6.5% | -12.7% |
| 30D | -8.6% | -9.7% | +1.1% | -8.7% |
| 3M | -37.2% | -44.7% | +7.5% | -37.5% |
| 6M | +0.5% | -58.7% | +59.2% | +0.3% |
| YTD | -32.6% | -61.7% | +29.1% | -32.7% |
| 1Y | -40.2% | -55.7% | +15.5% | -40.1% |
| All | +76.4% | +25.6% | +50.8% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 3y: compounded portfolio wealth divided by compounded ALHC 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…
3y analysis · Full analysis span regression · 6 months rolling