+176.9%
AXON vs HBM
+369.9%
-193.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.8% | -7.7% | -2.9% |
| 7D | -2.5% | +7.4% | -9.8% | -3.7% |
| 30D | -11.5% | +5.1% | -16.5% | -12.3% |
| 3M | +7.3% | +11.1% | -3.8% | +4.5% |
| 6M | -11.9% | +30.2% | -42.2% | -17.2% |
| YTD | -11.0% | +46.2% | -57.2% | -18.7% |
| 1Y | -31.8% | +120.0% | -151.8% | -42.6% |
| 3Y | +135.4% | +527.4% | -392.0% | +55.1% |
| 5Y | +176.9% | +400.4% | -223.5% | +93.8% |
| All | +176.9% | +369.9% | -193.0% | +93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling