+112,002.2%
AXON vs HIG
+253.3%
+111,748.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.9% |
| 7D | -14.2% | +0.3% | -14.5% | -14.2% |
| 30D | -15.4% | -3.2% | -12.2% | -14.8% |
| 3M | +0.5% | +9.1% | -8.7% | -2.0% |
| 6M | -9.5% | -1.8% | -7.7% | -9.4% |
| YTD | -9.2% | +1.8% | -11.0% | -10.1% |
| 1Y | -29.4% | +4.6% | -33.9% | -30.7% |
| 3Y | +139.4% | +101.6% | +37.8% | +97.6% |
| 5Y | +178.9% | +124.5% | +54.4% | +122.4% |
| 10Y | +1,840.8% | +317.8% | +1,523.0% | +1,176.6% |
| All | +112,002.2% | +253.3% | +111,748.9% | +58,084.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling