-11.6%
HL vs AXON
-44.3%
+32.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.7% | -4.6% | -2.4% |
| 7D | -11.1% | +0.8% | -11.9% | -11.3% |
| 30D | -12.1% | -22.8% | +10.7% | -8.1% |
| 3M | -26.1% | -48.8% | +22.7% | -16.2% |
| 6M | -37.7% | -16.3% | -21.4% | -36.4% |
| YTD | -31.7% | -44.5% | +12.8% | -14.3% |
| 1Y | -11.6% | -43.4% | +31.8% | +9.3% |
| All | -11.6% | -44.3% | +32.6% | +9.3% |
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 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