+143.7%
HLT vs AXON
+161.3%
-17.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.0% | +0.1% |
| 7D | -2.6% | -11.0% | +8.4% | -0.7% |
| 30D | -2.6% | -24.7% | +22.1% | +1.8% |
| 3M | -9.4% | +7.0% | -16.4% | -11.8% |
| 6M | +2.7% | -9.6% | +12.4% | +2.3% |
| YTD | +6.8% | -15.7% | +22.4% | +6.9% |
| 1Y | +12.4% | -35.9% | +48.3% | +18.4% |
| 3Y | +100.2% | +123.0% | -22.9% | +43.4% |
| 5Y | +143.7% | +166.3% | -22.6% | +43.5% |
| All | +143.7% | +161.3% | -17.5% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling