+11.6%
QQQ vs AXON
-45.9%
+57.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.3% | -1.9% | +2.0% |
| 7D | -0.2% | -25.6% | +25.4% | +2.2% |
| 30D | -7.5% | -23.9% | +16.4% | -5.4% |
| 3M | -3.8% | -50.4% | +46.6% | +1.8% |
| 6M | -3.0% | -20.0% | +17.0% | -2.2% |
| YTD | +12.8% | -44.5% | +57.2% | +16.9% |
| 1Y | +11.6% | -44.9% | +56.5% | +15.8% |
| All | +11.6% | -45.9% | +57.5% | +15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling