+4.0%
HON vs AXON
+177.9%
-173.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.5% |
| 7D | -0.8% | -2.5% | +1.7% | -0.6% |
| 30D | -15.2% | -11.5% | -3.7% | -14.4% |
| 3M | -6.0% | +7.3% | -13.3% | -7.4% |
| 6M | -14.9% | -11.9% | -2.9% | -14.7% |
| YTD | +3.2% | -11.0% | +14.2% | +2.9% |
| 1Y | 0.0% | -31.8% | +31.8% | +2.8% |
| 3Y | +21.5% | +135.4% | -113.9% | +0.4% |
| 5Y | +4.0% | +176.9% | -172.8% | -21.7% |
| All | +4.0% | +177.9% | -173.9% | -21.7% |
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