-19.1%
HAL vs AXON
+1,278.1%
-1,297.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.3% | +0.6% |
| 7D | -7.9% | -28.7% | +20.8% | -3.0% |
| 30D | -2.1% | -28.3% | +26.2% | +2.9% |
| 3M | +0.4% | -46.9% | +47.3% | +10.2% |
| 6M | -19.2% | -24.9% | +5.6% | -17.9% |
| YTD | +14.4% | -46.6% | +61.0% | +21.9% |
| 1Y | +18.0% | -49.7% | +67.7% | +27.1% |
| 3Y | -9.7% | +40.6% | -50.3% | -26.2% |
| 5Y | +40.1% | +71.9% | -31.7% | +5.1% |
| 10Y | -19.1% | +1,180.9% | -1,200.0% | -58.0% |
| All | -19.1% | +1,278.1% | -1,297.2% | -58.0% |
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