+157.6%
HPQ vs AXON
+1,048.6%
-891.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +0.5% | -27.4% | +27.9% | +6.1% |
| 30D | -5.9% | -28.5% | +22.6% | -0.4% |
| 3M | -3.7% | -49.3% | +45.6% | +7.7% |
| 6M | +28.1% | -25.0% | +53.1% | +31.5% |
| YTD | +32.5% | -46.7% | +79.2% | +43.0% |
| 1Y | +18.1% | -48.3% | +66.4% | +28.2% |
| 3Y | +16.4% | +38.8% | -22.4% | -4.1% |
| 5Y | +8.9% | +77.7% | -68.8% | -19.1% |
| 10Y | +157.6% | +1,028.0% | -870.4% | +30.5% |
| All | +157.6% | +1,048.6% | -891.0% | +30.5% |
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