-2.5%
HAL vs AXON
+140.4%
-142.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | -0.4% |
| 7D | +2.9% | -14.2% | +17.1% | +3.7% |
| 30D | +17.0% | -15.4% | +32.4% | +17.8% |
| 3M | -9.7% | +0.5% | -10.1% | -10.2% |
| 6M | +8.6% | -9.5% | +18.1% | +9.2% |
| YTD | +33.0% | -9.2% | +42.2% | +33.4% |
| 1Y | +68.3% | -29.4% | +97.7% | +73.2% |
| All | -2.5% | +140.4% | -142.9% | -19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling