+161.3%
HON vs AXON
+1,048.6%
-887.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +1.9% | -27.4% | +29.2% | +5.6% |
| 30D | +9.9% | -28.5% | +38.3% | +14.1% |
| 3M | -5.8% | -49.3% | +43.5% | +1.6% |
| 6M | +3.0% | -25.0% | +28.0% | +4.7% |
| YTD | +13.1% | -46.7% | +59.8% | +19.1% |
| 1Y | +13.2% | -48.3% | +61.4% | +19.6% |
| 3Y | +30.8% | +38.8% | -8.0% | +15.0% |
| 5Y | +13.0% | +77.7% | -64.7% | -7.4% |
| 10Y | +161.3% | +1,028.0% | -866.7% | +67.8% |
| All | +161.3% | +1,048.6% | -887.3% | +67.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling