+1,846.0%
AXON vs HRB
+205.6%
+1,640.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.4% | -2.7% |
| 7D | -3.3% | -10.6% | +7.3% | -0.7% |
| 30D | -17.8% | -0.8% | -17.0% | -18.1% |
| 3M | +8.3% | +19.1% | -10.8% | +3.0% |
| 6M | -12.4% | +48.7% | -61.1% | -21.3% |
| YTD | -13.7% | +7.1% | -20.8% | -16.8% |
| 1Y | -33.1% | -8.3% | -24.7% | -33.4% |
| 3Y | +128.2% | +25.8% | +102.4% | +102.4% |
| 5Y | +170.5% | +111.1% | +59.4% | +109.0% |
| 10Y | +1,846.0% | +206.6% | +1,639.4% | +1,024.3% |
| All | +1,846.0% | +205.6% | +1,640.4% | +1,024.3% |
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