+3,978.9%
MSTR vs AXON
+75,157.7%
-71,178.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.8% | +0.5% | -7.3% |
| 7D | -8.7% | -12.7% | +4.0% | -6.1% |
| 30D | -21.4% | -8.6% | -12.8% | -19.8% |
| 3M | +31.4% | -37.2% | +68.7% | +43.8% |
| 6M | -30.8% | +0.5% | -31.3% | -31.9% |
| YTD | -14.9% | -32.6% | +17.7% | -9.7% |
| 1Y | -49.3% | -40.2% | -9.1% | -44.9% |
| 3Y | +184.8% | +76.1% | +108.7% | +149.4% |
| 5Y | +62.1% | +109.5% | -47.3% | +37.1% |
| 10Y | +580.0% | +1,640.5% | -1,060.5% | +301.5% |
| All | +3,978.9% | +75,157.7% | -71,178.9% | +1,298.6% |
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 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