+67,943.5%
AXON vs HRB
+666.0%
+67,277.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -4.2% | -14.0% | -16.9% |
| 7D | -26.8% | +2.7% | -29.5% | -27.2% |
| 30D | -22.9% | +22.1% | -45.0% | -27.2% |
| 3M | -40.1% | +15.7% | -55.8% | -43.1% |
| 6M | -18.9% | +83.3% | -102.2% | -33.1% |
| YTD | -44.9% | +25.0% | -69.9% | -49.4% |
| 1Y | -46.7% | +6.9% | -53.6% | -48.9% |
| 3Y | +44.3% | +39.0% | +5.3% | +23.3% |
| 5Y | +71.4% | +146.4% | -75.0% | +21.0% |
| 10Y | +1,324.0% | +254.4% | +1,069.6% | +706.1% |
| All | +67,943.5% | +666.0% | +67,277.5% | +31,754.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling