-70.6%
AXTX vs HRB
+51.8%
-122.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.3% | -6.5% | +31.8% | +16.8% |
| 7D | +49.3% | -9.1% | +58.4% | +35.5% |
| 30D | -49.1% | +0.3% | -49.4% | -48.2% |
| 3M | -72.6% | +23.4% | -96.0% | -62.2% |
| All | -70.6% | +51.8% | -122.3% | -54.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling