+102.4%
AXON vs AMIX
-99.9%
+202.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.3% | -4.1% |
| 7D | -14.2% | -13.7% | -0.4% | -14.0% |
| 30D | -15.4% | -62.1% | +46.7% | -14.4% |
| 3M | +0.5% | -46.2% | +46.6% | -2.2% |
| 6M | -9.5% | -46.4% | +36.9% | -12.0% |
| YTD | -9.2% | -60.3% | +51.1% | -11.4% |
| 1Y | -29.4% | -79.7% | +50.3% | -30.6% |
| All | +102.4% | -99.9% | +202.3% | +118.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling