-29.4%
AXON vs AMP
+11.4%
-40.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -3.8% |
| 7D | -14.2% | +0.2% | -14.4% | -14.2% |
| 30D | -15.4% | -0.1% | -15.3% | -15.3% |
| 3M | +0.5% | +23.6% | -23.1% | -7.2% |
| 6M | -9.5% | +20.4% | -29.9% | -16.3% |
| YTD | -9.2% | +15.4% | -24.6% | -17.2% |
| 1Y | -29.4% | +11.0% | -40.3% | -34.8% |
| All | -29.4% | +11.4% | -40.8% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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