+18.8%
AXON vs AMIX
-99.9%
+118.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.8% | -9.0% | -0.3% |
| 7D | -27.4% | +11.4% | -38.8% | -27.5% |
| 30D | -28.5% | -40.5% | +12.1% | -28.0% |
| 3M | -49.3% | -80.1% | +30.8% | -48.2% |
| 6M | -25.0% | -74.8% | +49.8% | -26.4% |
| YTD | -46.7% | -84.0% | +37.3% | -47.4% |
| 1Y | -48.3% | -89.7% | +41.5% | -48.7% |
| All | +18.8% | -99.9% | +118.7% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling