+4,404.7%
MSTR vs AXON
+101,343.3%
-96,938.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | -0.6% |
| 7D | +12.2% | -14.2% | +26.3% | +15.7% |
| 30D | +45.2% | -15.4% | +60.6% | +49.5% |
| 3M | +10.4% | +0.5% | +9.9% | +9.3% |
| 6M | -2.5% | -9.5% | +7.0% | -2.4% |
| YTD | -6.0% | -9.2% | +3.2% | -6.1% |
| 1Y | -56.4% | -29.4% | -27.0% | -54.3% |
| 3Y | +306.3% | +139.4% | +166.9% | +234.3% |
| 5Y | +100.5% | +178.9% | -78.4% | +59.7% |
| 10Y | +741.1% | +1,840.8% | -1,099.7% | +379.0% |
| All | +4,404.7% | +101,343.3% | -96,938.6% | +1,354.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling