+223.0%
HPQ vs AXON
+1,811.1%
-1,588.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.1% | +7.0% | +4.5% |
| 7D | +1.3% | -3.3% | +4.6% | +1.8% |
| 30D | +8.7% | -17.8% | +26.5% | +12.1% |
| 3M | +31.5% | +8.3% | +23.2% | +27.8% |
| 6M | +76.0% | -12.4% | +88.4% | +76.3% |
| YTD | +49.5% | -13.7% | +63.3% | +49.1% |
| 1Y | +17.3% | -33.1% | +50.3% | +22.3% |
| 3Y | +24.4% | +128.2% | -103.9% | -5.2% |
| 5Y | +37.3% | +170.5% | -133.2% | -3.6% |
| 10Y | +223.0% | +1,846.0% | -1,623.0% | +58.9% |
| All | +223.0% | +1,811.1% | -1,588.1% | +58.9% |
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