+10.3%
HLT vs AXON
-36.2%
+46.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.6% | -7.0% | +5.4% | -1.3% |
| 30D | -5.0% | -20.1% | +15.1% | -4.1% |
| 3M | -10.4% | +7.4% | -17.8% | -11.0% |
| 6M | +3.2% | -7.4% | +10.6% | +2.3% |
| YTD | +6.7% | -15.6% | +22.3% | +6.0% |
| 1Y | +10.3% | -36.2% | +46.5% | +8.4% |
| All | +10.3% | -36.2% | +46.5% | +8.4% |
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