+7,765.4%
AMD vs AXON
+1,058.0%
+6,707.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.7% | -11.5% | -9.5% |
| 7D | +18.9% | +0.8% | +18.2% | +18.4% |
| 30D | -6.4% | -22.8% | +16.3% | -0.1% |
| 3M | +10.6% | -48.8% | +59.3% | +32.2% |
| 6M | +19.9% | -16.3% | +36.2% | +19.2% |
| YTD | +149.4% | -44.5% | +193.8% | +175.2% |
| 1Y | +115.4% | -43.4% | +158.8% | +136.4% |
| 3Y | +357.3% | +44.3% | +313.0% | +230.4% |
| 5Y | +261.1% | +85.1% | +176.0% | +126.1% |
| All | +7,765.4% | +1,058.0% | +6,707.4% | +2,724.0% |
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