-4.9%
HL vs AXON
-10.0%
+5.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -1.9% |
| 7D | +1.5% | -14.2% | +15.6% | +3.5% |
| 30D | +25.1% | -15.4% | +40.4% | +27.1% |
| 3M | +22.9% | +0.5% | +22.4% | +25.1% |
| 6M | -4.9% | -9.5% | +4.6% | -4.0% |
| All | -4.9% | -10.0% | +5.1% | -4.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling