+182.3%
AXON vs NDAQ
+55.8%
+126.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.3% | -2.9% |
| 7D | -14.2% | -2.4% | -11.7% | -12.5% |
| 30D | -15.4% | +2.5% | -17.8% | -16.7% |
| 3M | +0.5% | +9.9% | -9.4% | -6.1% |
| 6M | -9.5% | +9.4% | -18.9% | -15.0% |
| YTD | -9.2% | +0.4% | -9.6% | -10.2% |
| 1Y | -29.4% | +4.0% | -33.4% | -31.9% |
| 3Y | +139.4% | +94.4% | +45.0% | +50.3% |
| All | +182.3% | +55.8% | +126.5% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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