+139.3%
HOOD vs AXON
+62.7%
+76.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.1% | +4.5% |
| 7D | -0.6% | -28.7% | +28.1% | +15.7% |
| 30D | -23.6% | -28.3% | +4.7% | -11.3% |
| 3M | -10.7% | -46.9% | +36.2% | +19.3% |
| 6M | +8.2% | -24.9% | +33.0% | +16.7% |
| YTD | -26.3% | -46.6% | +20.3% | -7.0% |
| 1Y | -36.1% | -49.7% | +13.6% | -16.7% |
| 3Y | +950.7% | +40.6% | +910.1% | +625.0% |
| 5Y | +127.0% | +71.9% | +55.2% | +7.3% |
| All | +139.3% | +62.7% | +76.6% | +14.3% |
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 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