+15.5%
AMT vs AXON
+74.4%
-58.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.8% | +9.4% | -0.4% |
| 7D | +4.4% | -12.7% | +17.0% | +4.4% |
| 30D | +17.7% | -8.6% | +26.3% | +17.7% |
| 3M | +16.7% | -37.2% | +53.9% | +16.6% |
| 6M | +11.1% | +0.5% | +10.6% | +11.1% |
| YTD | +13.9% | -32.6% | +46.5% | +13.8% |
| 1Y | +12.5% | -40.2% | +52.7% | +12.3% |
| All | +15.5% | +74.4% | -58.9% | +6.4% |
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