-48.1%
AXON vs PTC
+10.5%
-58.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | -28.7% | +0.8% | -29.5% | -28.9% |
| 30D | -28.3% | +0.7% | -29.0% | -28.4% |
| 3M | -46.9% | +32.6% | -79.5% | -51.1% |
| 6M | -24.9% | +33.6% | -58.4% | -30.4% |
| YTD | -46.6% | +12.4% | -59.0% | -42.8% |
| All | -48.1% | +10.5% | -58.7% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling