+542.4%
QQQ vs AXON
+1,027.4%
-485.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.2% |
| 7D | +6.4% | -19.7% | +26.1% | +10.3% |
| 30D | -7.5% | -25.7% | +18.3% | -2.6% |
| 3M | -4.8% | -48.8% | +44.0% | +7.0% |
| 6M | -2.5% | -22.0% | +19.5% | -0.6% |
| YTD | +12.4% | -45.9% | +58.3% | +21.5% |
| 1Y | +11.3% | -46.1% | +57.4% | +20.4% |
| 3Y | +85.0% | +40.9% | +44.1% | +54.3% |
| 5Y | +79.6% | +80.2% | -0.6% | +35.6% |
| All | +542.4% | +1,027.4% | -485.0% | +256.1% |
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 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