Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AYX (Alteryx Inc) | NA | -14.48% | -16.19% | -8.69% | NA | NA | NA | … | … |
Data as of 03/18/2024, Common starting date is 03/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AYX (Alteryx Inc) | 03/27/2017 | 03/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | -14.48 | -16.19 | -8.69 | NA | NA | NA | … | … | 2.33 | -6.93 | -16.25 | -50.32 | 21.70 | 72.93 | 135.34 | 65.92 |
| Sharpe Ratio | NA | -0.36 | -0.34 | -0.17 | NA | NA | NA | … | … | 3.89 | -0.19 | -0.28 | -1.07 | 0.25 | 1.43 | 2.18 | 1.87 |
| Standard Deviation(%) | NA | 54.67 | 53.76 | 60.97 | NA | NA | NA | … | … | 2.04 | 58.43 | 62.44 | 47.08 | 84.06 | 50.51 | 61.38 | 49.79 |
| Draw Down(%) | NA | 52.14 | 68.50 | 84.53 | NA | NA | NA | … | … | 0.36 | 59.49 | 45.79 | 56.45 | 48.75 | 40.61 | 30.92 | 20.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/18/2024, Common starting date is 03/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AYX (Alteryx Inc) |
-38.18%
Jul 2020 – Jul 2023 |
-12.65%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AYX (Alteryx Inc) |
105.85%
Jul 2017 – Jul 2020 |
32.05%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart