+44.3%
AXON vs HBM
+424.8%
-380.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.1% | +3.8% | +2.9% |
| 7D | +0.8% | +2.2% | -1.5% | +0.3% |
| 30D | -22.8% | -11.8% | -11.0% | -21.5% |
| 3M | -48.8% | -19.2% | -29.6% | -47.3% |
| 6M | -16.3% | -22.9% | +6.6% | -13.9% |
| YTD | -44.5% | +7.8% | -52.3% | -46.4% |
| 1Y | -43.4% | +34.9% | -78.3% | -47.3% |
| 3Y | +44.3% | +422.2% | -378.0% | +10.1% |
| All | +44.3% | +424.8% | -380.5% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling