+88.5%
ACN vs AXON
+1,811.1%
-1,722.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.2% | -1.2% |
| 7D | -6.3% | -3.3% | -3.0% | -5.7% |
| 30D | -1.4% | -17.8% | +16.5% | +2.0% |
| 3M | +2.6% | +8.3% | -5.7% | +0.2% |
| 6M | -14.3% | -12.4% | -1.9% | -13.7% |
| YTD | -33.1% | -13.7% | -19.4% | -32.8% |
| 1Y | -28.8% | -33.1% | +4.3% | -25.6% |
| 3Y | -43.0% | +128.2% | -171.2% | -55.3% |
| 5Y | -44.0% | +170.5% | -214.5% | -59.3% |
| 10Y | +88.5% | +1,846.0% | -1,757.5% | +0.2% |
| All | +88.5% | +1,811.1% | -1,722.5% | +0.2% |
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