+45.9%
HLT vs AXON
-40.7%
+86.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +3.4% |
| 7D | +7.7% | +0.2% | +7.5% | +7.7% |
| 30D | +19.1% | +3.0% | +16.1% | +18.9% |
| 3M | +20.7% | -30.1% | +50.9% | +22.6% |
| 6M | +21.0% | +7.7% | +13.3% | +19.7% |
| YTD | +31.3% | -25.3% | +56.6% | +31.3% |
| 1Y | +45.9% | -39.9% | +85.8% | +47.4% |
| All | +45.9% | -40.7% | +86.6% | +47.4% |
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