+8.7%
HPQ vs AXON
+71.5%
-62.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -18.2% | +14.9% | -0.8% |
| 7D | -1.1% | -26.8% | +25.7% | +2.9% |
| 30D | -11.7% | -22.9% | +11.2% | -8.7% |
| 3M | +2.0% | -40.1% | +42.1% | +8.4% |
| 6M | +35.9% | -18.9% | +54.7% | +36.7% |
| YTD | +32.7% | -44.9% | +77.6% | +40.4% |
| 1Y | +14.3% | -46.7% | +61.0% | +21.6% |
| 3Y | +17.8% | +44.3% | -26.5% | -5.0% |
| All | +8.7% | +71.5% | -62.8% | -22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling