-44.9%
AXON vs AMRZ
-14.3%
-30.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.0% | +4.4% |
| 7D | -25.6% | -5.5% | -20.2% | -24.6% |
| 30D | -23.9% | +15.6% | -39.5% | -25.8% |
| 3M | -50.4% | -12.1% | -38.3% | -49.2% |
| 6M | -20.0% | -19.4% | -0.6% | -17.7% |
| YTD | -44.5% | -21.9% | -22.6% | -45.3% |
| 1Y | -44.9% | -15.0% | -29.9% | -47.5% |
| All | -44.9% | -14.3% | -30.6% | -47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling