-43.4%
AXON vs PTC
+10.7%
-54.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +0.8% | +0.5% | +0.3% | +0.6% |
| 30D | -22.8% | +1.2% | -24.0% | -23.0% |
| 3M | -48.8% | +27.4% | -76.1% | -51.9% |
| 6M | -16.3% | +39.2% | -55.5% | -25.2% |
| YTD | -44.5% | +12.5% | -57.0% | -40.4% |
| 1Y | -43.4% | +12.3% | -55.7% | -39.1% |
| All | -43.4% | +10.7% | -54.1% | -39.1% |
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