-56.4%
MSTR vs AXON
-28.9%
-27.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | 0.0% |
| 7D | +12.2% | -14.2% | +26.3% | +17.5% |
| 30D | +45.2% | -15.4% | +60.6% | +51.5% |
| 3M | +10.4% | +0.5% | +9.9% | +8.0% |
| 6M | -2.5% | -9.5% | +7.0% | +1.0% |
| YTD | -6.0% | -9.2% | +3.2% | -9.6% |
| 1Y | -56.4% | -29.4% | -27.0% | -55.2% |
| All | -56.4% | -28.9% | -27.5% | -55.2% |
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