+1,016.4%
AXON vs QSR
+137.8%
+878.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -2.0% |
| 7D | -19.7% | -3.9% | -15.8% | -18.2% |
| 30D | -25.7% | +5.9% | -31.6% | -27.6% |
| 3M | -48.8% | +1.7% | -50.5% | -49.2% |
| 6M | -22.0% | -1.9% | -20.1% | -21.7% |
| YTD | -45.9% | +13.6% | -59.6% | -49.5% |
| 1Y | -46.1% | +13.1% | -59.2% | -49.6% |
| 3Y | +40.9% | +21.8% | +19.1% | +22.9% |
| 5Y | +80.2% | +57.2% | +23.0% | +36.5% |
| All | +1,016.4% | +137.8% | +878.5% | +601.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 10y: compounded portfolio wealth divided by compounded QSR 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…
10y analysis · Full analysis span regression · 6 months rolling