+142.4%
AMT vs AXON
+1,058.0%
-915.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +0.7% |
| 7D | +1.5% | +0.8% | +0.7% | +1.4% |
| 30D | +6.8% | -22.8% | +29.6% | +8.9% |
| 3M | +11.2% | -48.8% | +60.0% | +17.1% |
| 6M | +12.5% | -16.3% | +28.8% | +12.7% |
| YTD | +12.5% | -44.5% | +57.0% | +16.2% |
| 1Y | +10.1% | -43.4% | +53.5% | +13.5% |
| 3Y | +16.0% | +44.3% | -28.2% | +3.5% |
| 5Y | -17.2% | +85.1% | -102.3% | -30.1% |
| All | +142.4% | +1,058.0% | -915.5% | +80.9% |
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