-39.9%
AXON vs AMIX
-92.3%
+52.4%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +1.9% |
| 7D | +0.2% | -25.1% | +25.4% | +0.6% |
| 30D | +3.0% | -54.5% | +57.5% | +4.1% |
| 3M | -30.1% | -91.7% | +61.6% | -27.9% |
| 6M | +7.7% | -79.4% | +87.2% | +10.1% |
| YTD | -25.3% | -86.1% | +60.7% | -24.0% |
| 1Y | -39.9% | -91.6% | +51.6% | -39.2% |
| All | -39.9% | -92.3% | +52.4% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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