-39.9%
AXON vs HIG
+12.7%
-52.7%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.5% | +2.0% |
| 7D | +0.2% | +6.2% | -6.0% | +0.6% |
| 30D | +3.0% | +9.4% | -6.4% | +3.7% |
| 3M | -30.1% | -2.3% | -27.8% | -30.7% |
| 6M | +7.7% | +4.2% | +3.6% | +7.9% |
| YTD | -25.3% | +1.6% | -26.9% | -24.1% |
| 1Y | -39.9% | +9.9% | -49.8% | -39.7% |
| All | -39.9% | +12.7% | -52.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling