+44.3%
AXON vs HRB
+36.2%
+8.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -4.2% | -14.0% | -17.5% |
| 7D | -26.8% | +2.7% | -29.5% | -26.9% |
| 30D | -22.9% | +22.1% | -45.0% | -25.1% |
| 3M | -40.1% | +15.7% | -55.8% | -41.4% |
| 6M | -18.9% | +83.3% | -102.2% | -25.9% |
| YTD | -44.9% | +25.0% | -69.9% | -50.6% |
| 1Y | -46.7% | +6.9% | -53.6% | -53.0% |
| 3Y | +44.3% | +39.0% | +5.3% | +25.3% |
| All | +44.3% | +36.2% | +8.1% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling