+176.9%
AXON vs SSNC
+18.8%
+158.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.8% | +1.8% | +0.7% |
| 7D | -2.5% | -1.8% | -0.7% | -1.2% |
| 30D | -11.5% | +1.9% | -13.4% | -12.5% |
| 3M | +7.3% | +18.4% | -11.1% | -4.9% |
| 6M | -11.9% | +7.0% | -18.9% | -15.8% |
| YTD | -11.0% | -6.9% | -4.1% | -7.2% |
| 1Y | -31.8% | -8.2% | -23.6% | -28.3% |
| 3Y | +135.4% | +50.5% | +84.9% | +73.9% |
| 5Y | +176.9% | +17.4% | +159.5% | +161.1% |
| All | +176.9% | +18.8% | +158.1% | +161.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling