+1,028.0%
AXON vs HDB
+61.4%
+966.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -27.4% | +12.7% | -40.1% | -30.1% |
| 30D | -28.5% | +16.6% | -45.1% | -31.9% |
| 3M | -49.3% | +10.8% | -60.1% | -51.1% |
| 6M | -25.0% | +3.8% | -28.9% | -26.5% |
| YTD | -46.7% | -28.9% | -17.8% | -41.8% |
| 1Y | -48.3% | -28.0% | -20.3% | -43.7% |
| 3Y | +38.8% | -7.2% | +46.0% | +36.2% |
| 5Y | +77.7% | -22.2% | +100.0% | +80.5% |
| 10Y | +1,028.0% | +63.6% | +964.5% | +835.6% |
| All | +1,028.0% | +61.4% | +966.7% | +835.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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