+32.2%
HPQ vs AXON
+177.9%
-145.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -4.2% |
| 7D | -0.5% | -2.5% | +2.0% | -0.2% |
| 30D | +3.7% | -11.5% | +15.2% | +5.2% |
| 3M | +24.3% | +7.3% | +17.0% | +21.8% |
| 6M | +64.8% | -11.9% | +76.7% | +65.4% |
| YTD | +43.9% | -11.0% | +54.9% | +43.4% |
| 1Y | +11.7% | -31.8% | +43.4% | +16.0% |
| 3Y | +19.7% | +135.4% | -115.7% | -9.4% |
| 5Y | +32.2% | +176.9% | -144.6% | -10.1% |
| All | +32.2% | +177.9% | -145.7% | -10.1% |
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