+1,141.0%
HL vs AXON
+59,542.0%
-58,401.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.1% | +7.7% | +5.1% |
| 7D | +13.8% | -28.7% | +42.5% | +20.7% |
| 30D | -9.7% | -28.3% | +18.6% | -4.5% |
| 3M | -8.5% | -46.9% | +38.4% | +2.0% |
| 6M | -17.2% | -24.9% | +7.7% | -14.4% |
| YTD | -19.6% | -46.6% | +27.0% | -12.4% |
| 1Y | +11.1% | -49.7% | +60.8% | +22.5% |
| 3Y | +299.7% | +40.6% | +259.1% | +245.5% |
| 5Y | +156.5% | +71.9% | +84.6% | +106.2% |
| 10Y | +122.4% | +1,180.9% | -1,058.5% | +11.8% |
| All | +1,141.0% | +59,542.0% | -58,401.0% | +203.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling