+18.8%
AXON vs AHR
+406.6%
-387.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.5% | +4.3% |
| 7D | -25.6% | +5.1% | -30.7% | -26.2% |
| 30D | -23.9% | +12.8% | -36.7% | -25.5% |
| 3M | -50.4% | +13.0% | -63.4% | -51.5% |
| 6M | -20.0% | +18.7% | -38.7% | -22.5% |
| YTD | -44.5% | +27.8% | -72.2% | -47.3% |
| 1Y | -44.9% | +22.9% | -67.8% | -47.2% |
| All | +18.8% | +406.6% | -387.8% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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