-35.5%
AXON vs AMRZ
-17.3%
-18.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.3% | -1.2% |
| 7D | -2.5% | -2.0% | -0.5% | -2.1% |
| 30D | -11.5% | -9.8% | -1.6% | -10.0% |
| 3M | +7.3% | -17.2% | +24.5% | +9.5% |
| 6M | -11.9% | -26.9% | +15.0% | -9.0% |
| YTD | -11.0% | -21.5% | +10.5% | -10.4% |
| 1Y | -31.8% | -22.9% | -8.9% | -33.8% |
| All | -35.5% | -17.3% | -18.2% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMRZ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling