-29.4%
AXON vs AMCR
+11.5%
-40.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -3.7% |
| 7D | -14.2% | -3.3% | -10.9% | -13.3% |
| 30D | -15.4% | -5.4% | -9.9% | -13.8% |
| 3M | +0.5% | +20.0% | -19.5% | -1.9% |
| 6M | -9.5% | 0.0% | -9.5% | -12.5% |
| YTD | -9.2% | +11.5% | -20.7% | -12.0% |
| 1Y | -29.4% | +11.4% | -40.8% | -28.1% |
| All | -29.4% | +11.5% | -40.9% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling