+147.5%
HOOD vs AXON
+84.3%
+63.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.3% | -0.3% | +1.9% |
| 7D | -3.2% | -25.6% | +22.4% | +10.6% |
| 30D | -22.6% | -23.9% | +1.3% | -12.6% |
| 3M | -10.4% | -50.4% | +40.0% | +24.7% |
| 6M | +4.7% | -20.0% | +24.7% | +9.6% |
| YTD | -25.2% | -44.5% | +19.2% | -7.2% |
| 1Y | -35.9% | -44.9% | +9.0% | -20.0% |
| 3Y | +927.7% | +44.7% | +883.0% | +586.6% |
| 5Y | +147.5% | +86.7% | +60.8% | +9.9% |
| All | +147.5% | +84.3% | +63.2% | +9.9% |
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 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