+77.2%
AXON vs SSNC
+6.8%
+70.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.8% | -17.4% | -17.7% |
| 7D | -26.8% | -3.3% | -23.5% | -25.0% |
| 30D | -22.9% | -1.3% | -21.6% | -22.6% |
| 3M | -40.1% | -2.3% | -37.8% | -39.4% |
| 6M | -18.9% | +12.6% | -31.5% | -25.8% |
| YTD | -44.9% | -10.1% | -34.8% | -41.4% |
| 1Y | -46.7% | -6.6% | -40.1% | -44.8% |
| 3Y | +44.3% | +54.0% | -9.6% | +3.7% |
| All | +77.2% | +6.8% | +70.4% | +76.9% |
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