-74.6%
AXTX vs HRB
+48.4%
-123.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.6% | -11.1% | -12.4% |
| 7D | +28.3% | -12.2% | +40.5% | +11.2% |
| 30D | -33.9% | -3.0% | -31.0% | -35.5% |
| 3M | -72.3% | +21.7% | -94.0% | -62.9% |
| All | -74.6% | +48.4% | -123.1% | -62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling