+94.4%
QQQ vs AXON
+177.9%
-83.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.3% |
| 7D | +1.5% | -2.5% | +4.0% | +1.9% |
| 30D | -0.6% | -11.5% | +10.8% | +1.3% |
| 3M | +0.4% | +7.3% | -6.9% | -2.5% |
| 6M | +20.1% | -11.9% | +32.0% | +20.5% |
| YTD | +17.2% | -11.0% | +28.2% | +16.4% |
| 1Y | +24.7% | -31.8% | +56.4% | +30.8% |
| 3Y | +96.2% | +135.4% | -39.2% | +38.5% |
| 5Y | +94.4% | +176.9% | -82.5% | +16.9% |
| All | +94.4% | +177.9% | -83.5% | +16.9% |
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