+1,016.4%
AXON vs HALO
+692.7%
+323.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.4% |
| 7D | -19.7% | -18.1% | -1.6% | -15.1% |
| 30D | -25.7% | -8.2% | -17.5% | -23.6% |
| 3M | -48.8% | -1.1% | -47.7% | -48.3% |
| 6M | -22.0% | +41.9% | -63.9% | -27.9% |
| YTD | -45.9% | +49.6% | -95.5% | -51.1% |
| 1Y | -46.1% | +42.5% | -88.6% | -50.7% |
| 3Y | +40.9% | +170.3% | -129.3% | +2.7% |
| 5Y | +80.2% | +158.4% | -78.2% | +28.8% |
| All | +1,016.4% | +692.7% | +323.7% | +505.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling