+1,854.5%
AXON vs SSNC
+164.2%
+1,690.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.8% | +1.8% | +0.3% |
| 7D | -2.5% | -1.8% | -0.7% | -1.4% |
| 30D | -11.5% | +1.9% | -13.4% | -12.4% |
| 3M | +7.3% | +18.4% | -11.1% | -3.5% |
| 6M | -11.9% | +7.0% | -18.9% | -15.3% |
| YTD | -11.0% | -6.9% | -4.1% | -7.4% |
| 1Y | -31.8% | -8.2% | -23.6% | -28.5% |
| 3Y | +135.4% | +50.5% | +84.9% | +82.4% |
| 5Y | +176.9% | +17.4% | +159.5% | +146.8% |
| 10Y | +1,854.5% | +164.9% | +1,689.6% | +1,182.2% |
| All | +1,854.5% | +164.2% | +1,690.3% | +1,182.2% |
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