Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • AXON vs MSCI✓SelectedUSD · MSCIAXON vs MSCI performance historyLatest closeAs of-4.18%09/04
Stock and ETF performance explorer

AXON vs MSCI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+3,615.2%
MSCI return
+2,756.4%
Excess return
+858.8%
Maximum drawdown
-83.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioMSCIExcessAlpha
1D-4.2%-0.3%-3.9%-4.0%
7D-14.2%+0.4%-14.6%-14.2%
30D-15.4%+0.6%-16.0%-15.6%
3M+0.5%-7.1%+7.6%+4.0%
6M-9.5%+0.8%-10.3%-9.9%
YTD-9.2%+1.0%-10.2%-10.5%
1Y-29.4%+4.3%-33.7%-32.0%
3Y+139.4%+9.9%+129.5%+117.6%
5Y+178.9%-6.8%+185.7%+170.1%
10Y+1,840.8%+614.7%+1,226.1%+520.4%
All+3,615.2%+2,756.4%+858.8%+387.7%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling