+196.6%
AMD vs AXON
+105.6%
+91.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -9.8% | -7.5% | -14.4% |
| 7D | -28.6% | -12.7% | -15.9% | -25.4% |
| 30D | -37.7% | -8.6% | -29.1% | -35.9% |
| 3M | -16.1% | -37.2% | +21.1% | -5.6% |
| 6M | +13.8% | +0.5% | +13.3% | +7.4% |
| YTD | +88.8% | -32.6% | +121.5% | +99.4% |
| 1Y | +57.8% | -40.2% | +97.9% | +74.3% |
| 3Y | +260.3% | +76.1% | +184.2% | +115.3% |
| 5Y | +196.6% | +109.5% | +87.2% | +46.7% |
| All | +196.6% | +105.6% | +91.0% | +46.7% |
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