+1,016.4%
AXON vs HRB
+226.2%
+790.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -19.7% | -7.8% | -11.9% | -17.9% |
| 30D | -25.7% | +15.7% | -41.4% | -28.2% |
| 3M | -48.8% | -5.5% | -43.3% | -48.1% |
| 6M | -22.0% | +41.1% | -63.1% | -28.7% |
| YTD | -45.9% | +20.4% | -66.3% | -49.2% |
| 1Y | -46.1% | +15.2% | -61.3% | -48.9% |
| 3Y | +40.9% | +24.3% | +16.6% | +26.2% |
| 5Y | +80.2% | +144.7% | -64.5% | +35.5% |
| All | +1,016.4% | +226.2% | +790.1% | +629.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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