+50.2%
AXON vs AMIX
-100.0%
+150.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -5.6% | -4.2% | -9.7% |
| 7D | -12.7% | -25.5% | +12.8% | -12.3% |
| 30D | -8.6% | -56.2% | +47.6% | -7.5% |
| 3M | -37.2% | -87.4% | +50.2% | -35.5% |
| 6M | +0.5% | -80.9% | +81.4% | -0.9% |
| YTD | -32.6% | -86.8% | +54.2% | -33.3% |
| 1Y | -40.2% | -91.3% | +51.2% | -40.5% |
| All | +50.2% | -100.0% | +150.1% | +64.3% |
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 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