+44.3%
AXON vs SSNC
+54.4%
-10.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.8% | -17.4% | -17.7% |
| 7D | -26.8% | -3.3% | -23.5% | -25.1% |
| 30D | -22.9% | -1.3% | -21.6% | -22.7% |
| 3M | -40.1% | -2.3% | -37.8% | -39.5% |
| 6M | -18.9% | +12.6% | -31.5% | -25.5% |
| YTD | -44.9% | -10.1% | -34.8% | -42.2% |
| 1Y | -46.7% | -6.6% | -40.1% | -45.4% |
| 3Y | +44.3% | +54.0% | -9.6% | +24.0% |
| All | +44.3% | +54.4% | -10.1% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling