+88.3%
AXON vs QQQI
+56.3%
+32.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.4% |
| 7D | -11.0% | -1.0% | -10.0% | -10.1% |
| 30D | -24.7% | -0.6% | -24.2% | -24.2% |
| 3M | +7.0% | +3.4% | +3.6% | +3.0% |
| 6M | -9.6% | +10.6% | -20.3% | -19.2% |
| YTD | -15.7% | +10.3% | -26.0% | -24.2% |
| 1Y | -35.9% | +16.3% | -52.3% | -45.3% |
| All | +88.3% | +56.3% | +32.0% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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