+112,002.2%
AXON vs PH
+4,748.2%
+107,254.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.1% |
| 7D | -14.2% | -3.1% | -11.1% | -12.5% |
| 30D | -15.4% | -3.2% | -12.1% | -14.6% |
| 3M | +0.5% | +10.6% | -10.1% | -6.6% |
| 6M | -9.5% | -2.1% | -7.4% | -10.7% |
| YTD | -9.2% | +10.2% | -19.4% | -16.6% |
| 1Y | -29.4% | +28.2% | -57.6% | -41.0% |
| 3Y | +139.4% | +134.9% | +4.5% | +36.6% |
| 5Y | +178.9% | +253.6% | -74.7% | +22.8% |
| 10Y | +1,840.8% | +804.7% | +1,036.1% | +328.7% |
| All | +112,002.2% | +4,748.2% | +107,254.0% | +9,401.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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