+274.2%
AXON vs ALHC
-28.9%
+303.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.1% | -4.2% |
| 7D | -14.2% | -0.6% | -13.6% | -14.1% |
| 30D | -15.4% | -1.0% | -14.4% | -15.4% |
| 3M | +0.5% | -10.2% | +10.6% | +0.6% |
| 6M | -9.5% | -28.3% | +18.8% | -8.2% |
| YTD | -9.2% | -31.4% | +22.2% | -7.7% |
| 1Y | -29.4% | -16.9% | -12.4% | -29.6% |
| 3Y | +139.4% | +135.5% | +3.9% | +98.6% |
| 5Y | +178.9% | -33.6% | +212.5% | +163.1% |
| All | +274.2% | -28.9% | +303.1% | +256.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling