+3.2%
HAL vs AXON
+1,854.8%
-1,851.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | +0.1% |
| 7D | +2.9% | -14.2% | +17.1% | +5.4% |
| 30D | +17.0% | -15.4% | +32.4% | +19.5% |
| 3M | -9.7% | +0.5% | -10.1% | -11.2% |
| 6M | +8.6% | -9.5% | +18.1% | +7.8% |
| YTD | +33.0% | -9.2% | +42.2% | +30.8% |
| 1Y | +68.3% | -29.4% | +97.7% | +73.2% |
| 3Y | +0.1% | +139.4% | -139.3% | -24.5% |
| 5Y | +102.6% | +178.9% | -76.3% | +41.7% |
| All | +3.2% | +1,854.8% | -1,851.5% | -51.7% |
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