+135.5%
HL vs AXON
+1,048.6%
-913.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.2% | -7.1% | -7.2% |
| 7D | +8.2% | -27.4% | +35.5% | +14.4% |
| 30D | -16.3% | -28.5% | +12.2% | -11.3% |
| 3M | -18.6% | -49.3% | +30.7% | -8.2% |
| 6M | -23.2% | -25.0% | +1.8% | -20.5% |
| YTD | -25.5% | -46.7% | +21.2% | -18.4% |
| 1Y | -4.8% | -48.3% | +43.5% | +4.9% |
| 3Y | +281.4% | +38.8% | +242.6% | +222.3% |
| 5Y | +137.8% | +77.7% | +60.1% | +81.7% |
| 10Y | +135.5% | +1,028.0% | -892.6% | +27.0% |
| All | +135.5% | +1,048.6% | -913.1% | +27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling