+112,002.2%
AXON vs HRB
+613.2%
+111,389.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.0% | -0.2% | -3.0% |
| 7D | -14.2% | -5.7% | -8.5% | -12.6% |
| 30D | -15.4% | +7.9% | -23.3% | -17.9% |
| 3M | +0.5% | +32.1% | -31.6% | -8.2% |
| 6M | -9.5% | +62.2% | -71.7% | -22.6% |
| YTD | -9.2% | +16.4% | -25.6% | -14.8% |
| 1Y | -29.4% | -0.3% | -29.1% | -31.0% |
| 3Y | +139.4% | +36.0% | +103.4% | +105.8% |
| 5Y | +178.9% | +125.2% | +53.7% | +101.9% |
| 10Y | +1,840.8% | +237.7% | +1,603.1% | +1,014.7% |
| All | +112,002.2% | +613.2% | +111,389.0% | +53,532.1% |
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