+172.0%
AXON vs DHI
+61.2%
+110.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | -7.0% | -3.4% | -3.6% | -6.1% |
| 30D | -20.1% | -5.4% | -14.6% | -18.7% |
| 3M | +7.4% | -10.4% | +17.9% | +11.1% |
| 6M | -7.4% | -2.8% | -4.6% | -6.6% |
| YTD | -15.6% | -3.4% | -12.2% | -15.6% |
| 1Y | -36.2% | -22.9% | -13.3% | -32.2% |
| 3Y | +124.8% | +20.7% | +104.2% | +85.0% |
| All | +172.0% | +61.2% | +110.7% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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