+38.8%
AXON vs HDB
-5.9%
+44.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -27.4% | +12.7% | -40.1% | -28.9% |
| 30D | -28.5% | +16.6% | -45.1% | -30.5% |
| 3M | -49.3% | +10.8% | -60.1% | -50.3% |
| 6M | -25.0% | +3.8% | -28.9% | -25.8% |
| YTD | -46.7% | -28.9% | -17.8% | -44.8% |
| 1Y | -48.3% | -28.0% | -20.3% | -46.5% |
| 3Y | +38.8% | -7.2% | +46.0% | +33.8% |
| All | +38.8% | -5.9% | +44.7% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling