+1,016.4%
AXON vs HBM
+285.4%
+730.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -2.4% |
| 7D | -19.7% | +5.1% | -24.8% | -20.6% |
| 30D | -25.7% | -15.8% | -9.9% | -23.6% |
| 3M | -48.8% | -22.4% | -26.4% | -46.7% |
| 6M | -22.0% | -20.2% | -1.7% | -20.1% |
| YTD | -45.9% | +9.0% | -54.9% | -48.4% |
| 1Y | -46.1% | +27.4% | -73.4% | -50.1% |
| 3Y | +40.9% | +424.2% | -383.3% | -4.2% |
| 5Y | +80.2% | +196.1% | -115.9% | +30.4% |
| All | +1,016.4% | +285.4% | +730.9% | +508.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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