+133.7%
AMT vs AXON
+1,048.6%
-914.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +1.6% | -27.4% | +29.0% | +4.2% |
| 30D | +4.5% | -28.5% | +32.9% | +7.2% |
| 3M | +13.8% | -49.3% | +63.1% | +19.8% |
| 6M | +10.0% | -25.0% | +35.1% | +11.3% |
| YTD | +11.8% | -46.7% | +58.5% | +15.8% |
| 1Y | +10.2% | -48.3% | +58.5% | +14.5% |
| 3Y | +15.1% | +38.8% | -23.7% | +3.1% |
| 5Y | -18.8% | +77.7% | -96.5% | -31.3% |
| 10Y | +133.7% | +1,028.0% | -894.4% | +74.5% |
| All | +133.7% | +1,048.6% | -914.9% | +74.5% |
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