+25.9%
HPQ vs AXON
+141.6%
-115.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.2% | +6.4% | +2.5% |
| 7D | +6.9% | -14.2% | +21.1% | +8.2% |
| 30D | +14.4% | -15.4% | +29.8% | +15.6% |
| 3M | +25.6% | +0.5% | +25.1% | +24.9% |
| 6M | +75.0% | -9.5% | +84.5% | +75.3% |
| YTD | +50.7% | -9.2% | +59.9% | +50.6% |
| 1Y | +18.7% | -29.4% | +48.0% | +21.2% |
| All | +25.9% | +141.6% | -115.8% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling