+77.2%
AXON vs XHB
+33.2%
+44.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.5% | -16.7% | -17.3% |
| 7D | -26.8% | +1.3% | -28.1% | -27.2% |
| 30D | -22.9% | +7.8% | -30.7% | -25.8% |
| 3M | -40.1% | -5.5% | -34.6% | -38.0% |
| 6M | -18.9% | -2.6% | -16.3% | -17.6% |
| YTD | -44.9% | +0.4% | -45.2% | -45.7% |
| 1Y | -46.7% | -1.0% | -45.7% | -47.1% |
| 3Y | +44.3% | +37.3% | +7.0% | +4.1% |
| All | +77.2% | +33.2% | +44.0% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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