+1,028.0%
AXON vs AMP
+503.1%
+524.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | -27.4% | +3.3% | -30.7% | -28.4% |
| 30D | -28.5% | +4.2% | -32.7% | -29.8% |
| 3M | -49.3% | -6.4% | -42.8% | -47.6% |
| 6M | -25.0% | +12.4% | -37.4% | -29.3% |
| YTD | -46.7% | +7.4% | -54.2% | -49.1% |
| 1Y | -48.3% | +14.7% | -63.0% | -52.2% |
| 3Y | +38.8% | +60.8% | -22.0% | +7.1% |
| 5Y | +77.7% | +83.4% | -5.7% | +26.2% |
| 10Y | +1,028.0% | +473.5% | +554.5% | +359.4% |
| All | +1,028.0% | +503.1% | +524.9% | +359.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling