+120.4%
MSTR vs AXON
+179.8%
-59.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | +0.8% |
| 7D | +12.2% | -14.2% | +26.3% | +21.2% |
| 30D | +45.2% | -15.4% | +60.6% | +55.6% |
| 3M | +10.4% | +0.5% | +9.9% | +6.1% |
| 6M | -2.5% | -9.5% | +7.0% | -3.5% |
| YTD | -6.0% | -9.2% | +3.2% | -8.4% |
| 1Y | -56.4% | -29.4% | -27.0% | -51.4% |
| 3Y | +306.3% | +139.4% | +166.9% | +73.0% |
| All | +120.4% | +179.8% | -59.5% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling