+156.3%
ACN vs AXON
+1,278.1%
-1,121.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.8% | -1.8% |
| 7D | -2.5% | -28.7% | +26.2% | +3.2% |
| 30D | +22.6% | -28.3% | +51.0% | +29.6% |
| 3M | +45.9% | -46.9% | +92.8% | +62.3% |
| 6M | +43.8% | -24.9% | +68.7% | +48.9% |
| YTD | -2.5% | -46.6% | +44.2% | +6.2% |
| 1Y | +6.5% | -49.7% | +56.2% | +17.0% |
| 3Y | -14.2% | +40.6% | -54.7% | -27.1% |
| 5Y | -24.4% | +71.9% | -96.3% | -40.9% |
| 10Y | +156.3% | +1,180.9% | -1,024.5% | +47.9% |
| All | +156.3% | +1,278.1% | -1,121.8% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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