+1,565.4%
HL vs AXON
+101,343.3%
-99,777.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -1.7% |
| 7D | +1.5% | -14.2% | +15.6% | +4.4% |
| 30D | +25.1% | -15.4% | +40.4% | +28.7% |
| 3M | +22.9% | +0.5% | +22.4% | +21.6% |
| 6M | -4.9% | -9.5% | +4.6% | -5.0% |
| YTD | +7.8% | -9.2% | +17.0% | +7.3% |
| 1Y | +133.9% | -29.4% | +163.3% | +142.3% |
| 3Y | +380.9% | +139.4% | +241.5% | +278.8% |
| 5Y | +230.2% | +178.9% | +51.3% | +143.8% |
| 10Y | +265.6% | +1,840.8% | -1,575.2% | +71.1% |
| All | +1,565.4% | +101,343.3% | -99,777.9% | +271.3% |
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