-39.9%
AXON vs HALO
+92.7%
-132.6%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.5% |
| 7D | +0.2% | +0.2% | 0.0% | +0.2% |
| 30D | +3.0% | +20.3% | -17.3% | -1.1% |
| 3M | -30.1% | +56.6% | -86.7% | -36.2% |
| 6M | +7.7% | +101.9% | -94.1% | -2.2% |
| YTD | -25.3% | +93.7% | -119.0% | -32.8% |
| 1Y | -39.9% | +91.5% | -131.5% | -46.4% |
| All | -39.9% | +92.7% | -132.6% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 1y: compounded portfolio wealth divided by compounded HALO 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…
1y analysis · Full analysis span regression · 6 months rolling