-18.6%
HAL vs AXON
+1,304.2%
-1,322.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -18.2% | +17.9% | +2.7% |
| 7D | -12.0% | -26.8% | +14.9% | -7.7% |
| 30D | +0.3% | -22.9% | +23.2% | +4.1% |
| 3M | -1.6% | -40.1% | +38.5% | +5.7% |
| 6M | -20.5% | -18.9% | -1.6% | -20.5% |
| YTD | +14.2% | -44.9% | +59.1% | +21.1% |
| 1Y | +18.9% | -46.7% | +65.6% | +26.7% |
| 3Y | -13.7% | +44.3% | -58.1% | -29.8% |
| 5Y | +42.2% | +71.4% | -29.2% | +7.0% |
| All | -18.6% | +1,304.2% | -1,322.8% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling