+129.8%
AXON vs MOH
-39.4%
+169.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -1.9% | -3.1% |
| 7D | -3.3% | -4.2% | +0.8% | -3.6% |
| 30D | -17.8% | -2.4% | -15.5% | -17.9% |
| 3M | +8.3% | -4.4% | +12.7% | +8.1% |
| 6M | -12.4% | +32.9% | -45.3% | -9.7% |
| YTD | -13.7% | +11.9% | -25.6% | -11.8% |
| 1Y | -33.1% | +6.9% | -40.0% | -31.9% |
| All | +129.8% | -39.4% | +169.3% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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