+199.0%
AMD vs AXON
+71.5%
+127.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -18.2% | +29.2% | +16.0% |
| 7D | -11.0% | -26.8% | +15.8% | -3.6% |
| 30D | -30.5% | -22.9% | -7.6% | -25.8% |
| 3M | -8.2% | -40.1% | +31.9% | +3.6% |
| 6M | +6.6% | -18.9% | +25.4% | +5.4% |
| YTD | +109.7% | -44.9% | +154.6% | +131.4% |
| 1Y | +88.9% | -46.7% | +135.6% | +111.1% |
| 3Y | +301.8% | +44.3% | +257.5% | +148.2% |
| All | +199.0% | +71.5% | +127.5% | +54.8% |
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