+17.3%
HAL vs AXON
-50.5%
+67.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -6.5% | -27.4% | +20.9% | -7.4% |
| 30D | -2.1% | -28.5% | +26.3% | -3.1% |
| 3M | -4.9% | -49.3% | +44.4% | -7.2% |
| 6M | -19.3% | -25.0% | +5.7% | -20.0% |
| YTD | +14.3% | -46.7% | +61.0% | +16.7% |
| 1Y | +17.3% | -48.3% | +65.6% | +22.2% |
| All | +17.3% | -50.5% | +67.8% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling