+116.4%
HPE vs AXON
-40.7%
+157.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.8% | -7.5% | -5.8% |
| 7D | -17.0% | +0.2% | -17.2% | -17.0% |
| 30D | -26.7% | +3.0% | -29.7% | -26.9% |
| 3M | -4.1% | -30.1% | +26.0% | -1.9% |
| 6M | +75.4% | +7.7% | +67.7% | +72.9% |
| YTD | +111.0% | -25.3% | +136.3% | +111.8% |
| 1Y | +116.4% | -39.9% | +156.4% | +127.0% |
| All | +116.4% | -40.7% | +157.2% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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