+124.5%
AMT vs AXON
+1,278.1%
-1,153.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.4% |
| 7D | +0.4% | -28.7% | +29.1% | +3.0% |
| 30D | +3.7% | -28.3% | +32.0% | +6.3% |
| 3M | +10.7% | -46.9% | +57.6% | +16.0% |
| 6M | +9.3% | -24.9% | +34.1% | +10.5% |
| YTD | +10.9% | -46.6% | +57.6% | +14.9% |
| 1Y | +10.5% | -49.7% | +60.2% | +15.0% |
| 3Y | +15.5% | +40.6% | -25.0% | +3.7% |
| 5Y | -20.6% | +71.9% | -92.4% | -32.2% |
| 10Y | +124.5% | +1,180.9% | -1,056.3% | +76.2% |
| All | +124.5% | +1,278.1% | -1,153.5% | +76.2% |
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