+1,304.8%
AXON vs MSCI
+789.3%
+515.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -2.3% | -15.9% | -17.0% |
| 7D | -26.8% | +2.8% | -29.7% | -27.7% |
| 30D | -22.9% | +15.4% | -38.3% | -28.3% |
| 3M | -40.1% | +13.4% | -53.5% | -43.9% |
| 6M | -18.9% | +10.9% | -29.8% | -23.2% |
| YTD | -44.9% | +13.0% | -57.9% | -48.7% |
| 1Y | -46.7% | +12.0% | -58.7% | -50.2% |
| 3Y | +44.3% | +34.1% | +10.2% | +17.6% |
| 5Y | +71.4% | +3.9% | +67.5% | +55.3% |
| All | +1,304.8% | +789.3% | +515.5% | +421.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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