+33.4%
HON vs AXON
+31.7%
+1.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.1% | +7.2% | +4.2% |
| 7D | +2.3% | -28.7% | +31.1% | +4.2% |
| 30D | +10.2% | -28.3% | +38.5% | +12.2% |
| 3M | -6.7% | -46.9% | +40.2% | -3.7% |
| 6M | +3.3% | -24.9% | +28.2% | +4.1% |
| YTD | +13.4% | -46.6% | +60.1% | +16.6% |
| 1Y | +14.7% | -49.7% | +64.4% | +18.4% |
| 3Y | +33.4% | +40.6% | -7.1% | +19.9% |
| All | +33.4% | +31.7% | +1.7% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling