+126.6%
HAL vs AXON
+75,157.7%
-75,031.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.8% | +6.5% | -1.7% |
| 7D | -11.1% | -12.7% | +1.6% | -9.2% |
| 30D | -2.4% | -8.6% | +6.2% | -1.2% |
| 3M | +0.8% | -37.2% | +38.0% | +7.3% |
| 6M | -22.8% | +0.5% | -23.3% | -24.7% |
| YTD | +14.5% | -32.6% | +47.1% | +17.6% |
| 1Y | +20.2% | -40.2% | +60.4% | +25.7% |
| 3Y | -15.2% | +76.1% | -91.3% | -28.6% |
| 5Y | +42.5% | +109.5% | -66.9% | +12.8% |
| 10Y | -16.5% | +1,640.5% | -1,657.0% | -55.7% |
| All | +126.6% | +75,157.7% | -75,031.2% | -29.0% |
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 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