+12.4%
AMT vs AXON
+42.7%
-30.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -18.2% | +15.5% | -2.6% |
| 7D | +0.5% | -26.8% | +27.4% | +0.7% |
| 30D | +13.6% | -22.9% | +36.5% | +13.8% |
| 3M | +11.5% | -40.1% | +51.6% | +11.6% |
| 6M | +6.9% | -18.9% | +25.8% | +7.0% |
| YTD | +10.8% | -44.9% | +55.7% | +10.9% |
| 1Y | +10.3% | -46.7% | +57.0% | +10.3% |
| 3Y | +12.4% | +44.3% | -31.9% | +3.7% |
| All | +12.4% | +42.7% | -30.3% | +3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling