+1,854.5%
AXON vs HIG
+304.7%
+1,549.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.2% |
| 7D | -2.5% | -1.1% | -1.4% | -2.0% |
| 30D | -11.5% | -4.9% | -6.6% | -9.8% |
| 3M | +7.3% | +6.8% | +0.5% | +4.2% |
| 6M | -11.9% | -1.7% | -10.3% | -11.9% |
| YTD | -11.0% | -0.2% | -10.8% | -11.8% |
| 1Y | -31.8% | +5.7% | -37.5% | -34.1% |
| 3Y | +135.4% | +100.3% | +35.1% | +73.3% |
| 5Y | +176.9% | +118.5% | +58.4% | +93.5% |
| 10Y | +1,854.5% | +309.7% | +1,544.8% | +759.5% |
| All | +1,854.5% | +304.7% | +1,549.8% | +759.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling