-42.3%
MSTR vs AXON
-40.7%
-1.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +4.5% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -13.3% | +3.0% | -16.3% | -14.1% |
| 3M | +46.0% | -30.1% | +76.1% | +61.9% |
| 6M | -22.4% | +7.7% | -30.2% | -27.7% |
| YTD | -6.2% | -25.3% | +19.1% | -5.5% |
| 1Y | -42.3% | -39.9% | -2.4% | -37.6% |
| All | -42.3% | -40.7% | -1.6% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 1y: compounded portfolio wealth divided by compounded AXON 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…
1y analysis · Full analysis span regression · 6 months rolling