+571.7%
QQQ vs AXON
+1,811.1%
-1,239.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.3% |
| 7D | +1.0% | -3.3% | +4.3% | +1.6% |
| 30D | -0.6% | -17.8% | +17.2% | +2.7% |
| 3M | +1.3% | +8.3% | -7.0% | -1.7% |
| 6M | +18.1% | -12.4% | +30.5% | +18.4% |
| YTD | +16.9% | -13.7% | +30.6% | +16.5% |
| 1Y | +24.0% | -33.1% | +57.0% | +29.5% |
| 3Y | +95.6% | +128.2% | -32.6% | +51.0% |
| 5Y | +94.5% | +170.5% | -76.0% | +38.3% |
| 10Y | +571.7% | +1,846.0% | -1,274.3% | +256.7% |
| All | +571.7% | +1,811.1% | -1,239.4% | +256.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling