+77.2%
AXON vs HSY
+14.9%
+62.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.4% | -18.5% | -18.1% |
| 7D | -26.8% | +7.5% | -34.4% | -26.2% |
| 30D | -22.9% | +11.1% | -34.0% | -21.9% |
| 3M | -40.1% | -1.9% | -38.2% | -40.2% |
| 6M | -18.9% | -3.0% | -15.9% | -19.3% |
| YTD | -44.9% | 0.0% | -44.9% | -44.8% |
| 1Y | -46.7% | +9.4% | -56.1% | -46.0% |
| 3Y | +44.3% | +3.8% | +40.6% | +46.0% |
| All | +77.2% | +14.9% | +62.3% | +107.4% |
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