+109.5%
AXON vs MSCI
+4.3%
+105.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.7% | -7.1% | -8.4% |
| 7D | -12.7% | +6.0% | -18.7% | -15.3% |
| 30D | -8.6% | +18.2% | -26.8% | -16.3% |
| 3M | -37.2% | +15.1% | -52.3% | -41.7% |
| 6M | +0.5% | +13.7% | -13.2% | -6.2% |
| YTD | -32.6% | +15.6% | -48.2% | -38.2% |
| 1Y | -40.2% | +16.3% | -56.5% | -45.4% |
| 3Y | +76.1% | +36.9% | +39.2% | +40.4% |
| 5Y | +109.5% | +6.3% | +103.2% | +78.8% |
| All | +109.5% | +4.3% | +105.1% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling