-16.8%
HAL vs AXON
+1,109.0%
-1,125.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.3% | -0.9% | +2.7% |
| 7D | -0.2% | -25.6% | +25.4% | +4.3% |
| 30D | +1.0% | -23.9% | +24.9% | +5.1% |
| 3M | -2.1% | -50.4% | +48.3% | +8.8% |
| 6M | -17.5% | -20.0% | +2.5% | -17.0% |
| YTD | +18.1% | -44.5% | +62.6% | +25.1% |
| 1Y | +19.7% | -44.9% | +64.6% | +26.9% |
| 3Y | -7.9% | +44.7% | -52.6% | -25.1% |
| 5Y | +53.1% | +86.7% | -33.6% | +12.6% |
| 10Y | -16.8% | +1,060.5% | -1,077.3% | -57.0% |
| All | -16.8% | +1,109.0% | -1,125.7% | -57.0% |
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