+365.4%
HPE vs AXON
+1,278.1%
-912.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.1% | +9.3% | +6.7% |
| 7D | -7.1% | -28.7% | +21.6% | -1.7% |
| 30D | -35.3% | -28.3% | -7.0% | -31.6% |
| 3M | -10.4% | -46.9% | +36.5% | -0.9% |
| 6M | +52.5% | -24.9% | +77.3% | +56.7% |
| YTD | +100.3% | -46.6% | +146.9% | +115.9% |
| 1Y | +106.4% | -49.7% | +156.1% | +125.1% |
| 3Y | +227.4% | +40.6% | +186.8% | +181.3% |
| 5Y | +250.6% | +71.9% | +178.7% | +178.9% |
| 10Y | +365.4% | +1,180.9% | -815.5% | +157.6% |
| All | +365.4% | +1,278.1% | -912.7% | +157.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling