-14.8%
ACN vs AXON
+44.5%
-59.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.3% | -6.1% | -2.4% |
| 7D | -4.0% | -25.6% | +21.6% | -0.6% |
| 30D | +19.0% | -23.9% | +42.9% | +22.7% |
| 3M | +42.2% | -50.4% | +92.6% | +54.6% |
| 6M | +50.1% | -20.0% | +70.2% | +53.6% |
| YTD | -2.7% | -44.5% | +41.7% | +2.2% |
| 1Y | +7.6% | -44.9% | +52.5% | +13.1% |
| All | -14.8% | +44.5% | -59.3% | -21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling