-14.9%
HAL vs AXON
+1,058.0%
-1,072.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.7% | +0.4% | +2.7% |
| 7D | +6.1% | +0.8% | +5.3% | +6.0% |
| 30D | +2.9% | -22.8% | +25.7% | +6.8% |
| 3M | +3.3% | -48.8% | +52.1% | +14.2% |
| 6M | -16.9% | -16.3% | -0.6% | -17.1% |
| YTD | +21.2% | -44.5% | +65.6% | +28.3% |
| 1Y | +27.5% | -43.4% | +70.9% | +34.5% |
| 3Y | -6.4% | +44.3% | -50.7% | -23.8% |
| 5Y | +58.0% | +85.1% | -27.1% | +16.5% |
| All | -14.9% | +1,058.0% | -1,072.8% | -56.0% |
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