+646.9%
HLT vs AXON
+3,050.1%
-2,403.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -0.3% |
| 7D | -3.3% | -14.2% | +10.8% | -1.0% |
| 30D | -4.1% | -15.4% | +11.3% | -2.0% |
| 3M | -7.9% | +0.5% | -8.4% | -9.2% |
| 6M | +2.2% | -9.5% | +11.7% | +1.8% |
| YTD | +8.5% | -9.2% | +17.7% | +7.2% |
| 1Y | +12.1% | -29.4% | +41.5% | +15.2% |
| 3Y | +107.6% | +139.4% | -31.8% | +64.0% |
| 5Y | +156.4% | +178.9% | -22.6% | +90.0% |
| 10Y | +566.3% | +1,840.8% | -1,274.5% | +249.1% |
| All | +646.9% | +3,050.1% | -2,403.2% | +274.8% |
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