-39.9%
AXON vs ACWI
+14.9%
-54.8%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.2% | -0.1% |
| 7D | +0.2% | -0.5% | +0.7% | +0.8% |
| 30D | +3.0% | -1.6% | +4.6% | +5.0% |
| 3M | -30.1% | -1.3% | -28.8% | -28.9% |
| 6M | +7.7% | +5.8% | +1.9% | +0.9% |
| YTD | -25.3% | +12.7% | -38.0% | -35.6% |
| 1Y | -39.9% | +15.0% | -54.9% | -49.5% |
| All | -39.9% | +14.9% | -54.8% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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