+1,180.9%
AXON vs SSNC
+177.4%
+1,003.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.4% | -3.3% |
| 7D | -28.7% | -4.5% | -24.2% | -26.6% |
| 30D | -28.3% | -3.9% | -24.4% | -26.8% |
| 3M | -46.9% | -1.3% | -45.6% | -46.6% |
| 6M | -24.9% | +14.1% | -39.0% | -31.1% |
| YTD | -46.6% | -9.9% | -36.7% | -43.5% |
| 1Y | -49.7% | -6.2% | -43.5% | -48.1% |
| 3Y | +40.6% | +56.1% | -15.5% | +6.1% |
| 5Y | +71.9% | +5.4% | +66.5% | +62.5% |
| 10Y | +1,180.9% | +172.3% | +1,008.6% | +755.8% |
| All | +1,180.9% | +177.4% | +1,003.4% | +755.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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