+105.0%
HL vs AXON
-33.3%
+138.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.4% |
| 7D | +0.4% | -3.3% | +3.7% | +0.9% |
| 30D | +18.8% | -17.8% | +36.7% | +22.4% |
| 3M | +43.7% | +8.3% | +35.4% | +42.7% |
| 6M | -1.0% | -12.4% | +11.3% | +2.5% |
| YTD | +8.7% | -13.7% | +22.4% | +14.7% |
| 1Y | +105.0% | -33.1% | +138.1% | +115.0% |
| All | +105.0% | -33.3% | +138.3% | +115.0% |
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 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