-8.8%
HAL vs AXON
+44.5%
-53.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.3% | -0.9% | +3.2% |
| 7D | -0.2% | -25.6% | +25.4% | +1.0% |
| 30D | +1.0% | -23.9% | +24.9% | +2.1% |
| 3M | -2.1% | -50.4% | +48.3% | +0.7% |
| 6M | -17.5% | -20.0% | +2.5% | -17.9% |
| YTD | +18.1% | -44.5% | +62.6% | +20.8% |
| 1Y | +19.7% | -44.9% | +64.6% | +22.5% |
| All | -8.8% | +44.5% | -53.3% | -22.3% |
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