-43.4%
AXON vs AMIX
-92.3%
+48.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.7% |
| 7D | +0.8% | -9.9% | +10.6% | +0.8% |
| 30D | -22.8% | -52.8% | +30.0% | -22.0% |
| 3M | -48.8% | -80.0% | +31.3% | -47.7% |
| 6M | -16.3% | -80.2% | +63.9% | -14.9% |
| YTD | -44.5% | -88.1% | +43.7% | -43.4% |
| 1Y | -43.4% | -91.1% | +47.7% | -42.3% |
| All | -43.4% | -92.3% | +48.9% | -42.3% |
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