+88.4%
AXON vs HSY
+11.0%
+77.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.8% |
| 7D | +0.8% | -2.1% | +2.9% | +0.5% |
| 30D | -22.8% | +6.1% | -28.9% | -22.2% |
| 3M | -48.8% | -5.6% | -43.1% | -49.1% |
| 6M | -16.3% | -9.5% | -6.7% | -17.6% |
| YTD | -44.5% | -2.1% | -42.4% | -44.6% |
| 1Y | -43.4% | +0.8% | -44.2% | -43.3% |
| 3Y | +44.3% | -2.1% | +46.4% | +46.0% |
| All | +88.4% | +11.0% | +77.4% | +120.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling