+126.0%
HAL vs AXON
+61,473.8%
-61,347.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -18.2% | +17.9% | +2.6% |
| 7D | -12.0% | -26.8% | +14.9% | -7.9% |
| 30D | +0.3% | -22.9% | +23.2% | +4.0% |
| 3M | -1.6% | -40.1% | +38.5% | +5.4% |
| 6M | -20.5% | -18.9% | -1.6% | -20.0% |
| YTD | +14.2% | -44.9% | +59.1% | +20.7% |
| 1Y | +18.9% | -46.7% | +65.6% | +26.2% |
| 3Y | -13.7% | +44.3% | -58.1% | -25.4% |
| 5Y | +42.2% | +71.4% | -29.2% | +15.8% |
| 10Y | -16.7% | +1,324.0% | -1,340.7% | -54.5% |
| All | +126.0% | +61,473.8% | -61,347.8% | -27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling