+138.7%
AXON vs HSY
-10.5%
+149.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -4.4% |
| 7D | -14.2% | -3.3% | -10.9% | -14.7% |
| 30D | -15.4% | -2.8% | -12.6% | -15.8% |
| 3M | +0.5% | -4.5% | +5.0% | -0.7% |
| 6M | -9.5% | -24.2% | +14.7% | -15.1% |
| YTD | -9.2% | -2.7% | -6.5% | -9.4% |
| 1Y | -29.4% | -3.7% | -25.6% | -29.5% |
| All | +138.7% | -10.5% | +149.2% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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