+1,016.4%
AXON vs SSNC
+184.2%
+832.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -19.7% | +1.4% | -21.1% | -20.3% |
| 30D | -25.7% | -2.6% | -23.1% | -24.7% |
| 3M | -48.8% | -0.6% | -48.2% | -48.7% |
| 6M | -22.0% | +19.9% | -41.9% | -30.7% |
| YTD | -45.9% | -8.2% | -37.7% | -43.4% |
| 1Y | -46.1% | -5.5% | -40.5% | -44.6% |
| 3Y | +40.9% | +56.8% | -15.9% | +5.7% |
| 5Y | +80.2% | +7.8% | +72.4% | +68.0% |
| All | +1,016.4% | +184.2% | +832.2% | +582.7% |
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