+25.0%
HL vs AXON
-40.7%
+65.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +1.8% | +11.3% | +12.9% |
| 7D | +0.2% | +0.2% | 0.0% | +0.2% |
| 30D | -12.1% | +3.0% | -15.1% | -12.5% |
| 3M | -2.8% | -30.1% | +27.3% | +2.5% |
| 6M | -14.9% | +7.7% | -22.7% | -15.6% |
| YTD | -22.0% | -25.3% | +3.3% | -12.3% |
| 1Y | +25.0% | -39.9% | +64.9% | +37.5% |
| All | +25.0% | -40.7% | +65.7% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling