+17.8%
HPQ vs AXON
+42.7%
-24.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -18.2% | +14.9% | -1.9% |
| 7D | -1.1% | -26.8% | +25.7% | +1.1% |
| 30D | -11.7% | -22.9% | +11.2% | -10.0% |
| 3M | +2.0% | -40.1% | +42.1% | +5.5% |
| 6M | +35.9% | -18.9% | +54.7% | +36.7% |
| YTD | +32.7% | -44.9% | +77.6% | +37.2% |
| 1Y | +14.3% | -46.7% | +61.0% | +18.5% |
| 3Y | +17.8% | +44.3% | -26.5% | +12.9% |
| All | +17.8% | +42.7% | -24.8% | +12.9% |
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 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