-13.7%
HAL vs AXON
+42.7%
-56.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -18.2% | +17.9% | +0.5% |
| 7D | -12.0% | -26.8% | +14.9% | -10.9% |
| 30D | +0.3% | -22.9% | +23.2% | +1.3% |
| 3M | -1.6% | -40.1% | +38.5% | +0.2% |
| 6M | -20.5% | -18.9% | -1.6% | -21.1% |
| YTD | +14.2% | -44.9% | +59.1% | +16.9% |
| 1Y | +18.9% | -46.7% | +65.6% | +22.0% |
| 3Y | -13.7% | +44.3% | -58.1% | -21.3% |
| All | -13.7% | +42.7% | -56.4% | -21.3% |
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