+95.0%
AMT vs AXON
+1,845.5%
-1,750.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.1% |
| 7D | -0.2% | -2.5% | +2.3% | 0.0% |
| 30D | +1.8% | -11.5% | +13.3% | +2.7% |
| 3M | -6.2% | +7.3% | -13.5% | -7.4% |
| 6M | -5.0% | -11.9% | +7.0% | -4.9% |
| YTD | +2.1% | -11.0% | +13.1% | +1.7% |
| 1Y | -5.7% | -31.8% | +26.0% | -4.1% |
| 3Y | +7.9% | +135.4% | -127.5% | -6.9% |
| 5Y | -32.3% | +176.9% | -209.2% | -44.2% |
| 10Y | +95.0% | +1,854.5% | -1,759.5% | +45.2% |
| All | +95.0% | +1,845.5% | -1,750.4% | +45.2% |
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