+795.5%
HLT vs AXON
+1,826.9%
-1,031.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.3% |
| 7D | +0.7% | +0.8% | -0.1% | +0.5% |
| 30D | +13.7% | -22.8% | +36.5% | +18.0% |
| 3M | +16.3% | -48.8% | +65.1% | +28.6% |
| 6M | +19.9% | -16.3% | +36.2% | +20.4% |
| YTD | +30.1% | -44.5% | +74.5% | +38.3% |
| 1Y | +38.5% | -43.4% | +81.9% | +46.6% |
| 3Y | +131.0% | +44.3% | +86.8% | +97.2% |
| 5Y | +163.7% | +85.1% | +78.6% | +107.8% |
| 10Y | +697.4% | +1,060.5% | -363.1% | +352.1% |
| All | +795.5% | +1,826.9% | -1,031.4% | +383.3% |
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