+77.2%
AXON vs HAS
+50.4%
+26.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.5% | -17.7% | -18.1% |
| 7D | -26.8% | -0.2% | -26.7% | -26.7% |
| 30D | -22.9% | +31.0% | -53.9% | -27.7% |
| 3M | -40.1% | +30.7% | -70.8% | -43.8% |
| 6M | -18.9% | +23.9% | -42.8% | -23.2% |
| YTD | -44.9% | +48.3% | -93.2% | -50.5% |
| 1Y | -46.7% | +60.2% | -106.9% | -53.1% |
| 3Y | +44.3% | +189.2% | -144.9% | +1.7% |
| All | +77.2% | +50.4% | +26.8% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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