+109.5%
AXON vs ACWI
+55.1%
+54.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.8% | -6.0% | -5.0% |
| 7D | -12.7% | -4.0% | -8.7% | -7.8% |
| 30D | -8.6% | -5.8% | -2.8% | -1.3% |
| 3M | -37.2% | -5.0% | -32.2% | -32.8% |
| 6M | +0.5% | +0.7% | -0.2% | -0.1% |
| YTD | -32.6% | +8.4% | -41.1% | -38.9% |
| 1Y | -40.2% | +10.1% | -50.3% | -46.7% |
| 3Y | +76.1% | +70.8% | +5.3% | -10.5% |
| 5Y | +109.5% | +55.4% | +54.1% | +23.9% |
| All | +109.5% | +55.1% | +54.4% | +23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling