+138.7%
AXON vs HRB
+38.9%
+99.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.0% | -0.2% | -3.5% |
| 7D | -14.2% | -5.7% | -8.5% | -13.3% |
| 30D | -15.4% | +7.9% | -23.3% | -16.6% |
| 3M | +0.5% | +32.1% | -31.6% | -4.5% |
| 6M | -9.5% | +62.2% | -71.7% | -16.8% |
| YTD | -9.2% | +16.4% | -25.6% | -17.4% |
| 1Y | -29.4% | -0.3% | -29.1% | -36.4% |
| All | +138.7% | +38.9% | +99.8% | +83.8% |
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