+1,180.9%
AXON vs HRB
+246.2%
+934.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | +0.1% | -2.3% |
| 7D | -28.7% | -2.4% | -26.3% | -28.1% |
| 30D | -28.3% | +15.7% | -44.0% | -30.7% |
| 3M | -46.9% | +11.4% | -58.3% | -48.6% |
| 6M | -24.9% | +40.7% | -65.6% | -31.4% |
| YTD | -46.6% | +21.0% | -67.6% | -50.0% |
| 1Y | -49.7% | +7.2% | -56.9% | -51.6% |
| 3Y | +40.6% | +29.2% | +11.4% | +24.4% |
| 5Y | +71.9% | +142.3% | -70.5% | +28.8% |
| 10Y | +1,180.9% | +253.1% | +927.8% | +694.2% |
| All | +1,180.9% | +246.2% | +934.6% | +694.2% |
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