+138.7%
AXON vs SSNC
+56.7%
+82.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.4% |
| 7D | -14.2% | +0.6% | -14.8% | -14.4% |
| 30D | -15.4% | +6.0% | -21.4% | -18.6% |
| 3M | +0.5% | +21.0% | -20.5% | -11.6% |
| 6M | -9.5% | +12.1% | -21.6% | -16.0% |
| YTD | -9.2% | -3.2% | -6.0% | -8.7% |
| 1Y | -29.4% | -4.4% | -25.0% | -28.5% |
| All | +138.7% | +56.7% | +82.0% | +90.6% |
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