+499.6%
PLTR vs AXON
+71.5%
+428.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -18.2% | +21.7% | +13.9% |
| 7D | -12.9% | -26.8% | +13.9% | +2.5% |
| 30D | -17.4% | -22.9% | +5.5% | -5.8% |
| 3M | +2.9% | -40.1% | +43.0% | +34.1% |
| 6M | +19.9% | -18.9% | +38.8% | +26.2% |
| YTD | -9.8% | -44.9% | +35.1% | +17.2% |
| 1Y | -8.4% | -46.7% | +38.3% | +21.5% |
| 3Y | +765.0% | +44.3% | +720.7% | +443.7% |
| All | +499.6% | +71.5% | +428.0% | +147.1% |
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