+651.6%
PLTR vs AXON
+81.2%
+570.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.2% | +1.0% |
| 7D | +10.7% | -19.7% | +30.4% | +22.9% |
| 30D | -17.8% | -25.7% | +7.9% | -4.4% |
| 3M | +0.3% | -48.8% | +49.1% | +43.4% |
| 6M | +26.2% | -22.0% | +48.1% | +36.4% |
| YTD | -3.5% | -45.9% | +42.5% | +26.5% |
| 1Y | -6.8% | -46.1% | +39.2% | +22.5% |
| 3Y | +772.3% | +40.9% | +731.4% | +459.6% |
| 5Y | +651.6% | +80.2% | +571.3% | +208.8% |
| All | +651.6% | +81.2% | +570.4% | +208.8% |
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