+77.2%
AXON vs HDB
-24.7%
+101.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.8% | -20.0% | -18.7% |
| 7D | -26.8% | +13.3% | -40.2% | -29.6% |
| 30D | -22.9% | +13.6% | -36.5% | -25.9% |
| 3M | -40.1% | +5.8% | -45.9% | -41.3% |
| 6M | -18.9% | -1.9% | -17.0% | -19.0% |
| YTD | -44.9% | -31.2% | -13.7% | -39.4% |
| 1Y | -46.7% | -29.6% | -17.1% | -41.8% |
| 3Y | +44.3% | -10.1% | +54.4% | +40.3% |
| All | +77.2% | -24.7% | +101.9% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling