-48.1%
AXON vs HRB
+8.1%
-56.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | +0.1% | -2.0% |
| 7D | -28.7% | -2.4% | -26.3% | -27.8% |
| 30D | -28.3% | +15.7% | -44.0% | -31.4% |
| 3M | -46.9% | +11.4% | -58.3% | -49.1% |
| 6M | -24.9% | +40.7% | -65.6% | -35.0% |
| YTD | -46.6% | +21.0% | -67.6% | -54.2% |
| All | -48.1% | +8.1% | -56.2% | -55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling