+77.1%
QQQ vs AXON
+71.5%
+5.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.7% | +4.1% |
| 7D | -0.3% | -28.7% | +28.5% | +5.7% |
| 30D | -9.6% | -28.3% | +18.7% | -4.3% |
| 3M | -5.9% | -46.9% | +41.0% | +4.7% |
| 6M | -4.3% | -24.9% | +20.6% | -2.0% |
| YTD | +11.0% | -46.6% | +57.6% | +20.3% |
| 1Y | +11.9% | -49.7% | +61.6% | +22.9% |
| 3Y | +86.7% | +40.6% | +46.1% | +44.1% |
| 5Y | +77.1% | +71.9% | +5.2% | +15.5% |
| All | +77.1% | +71.5% | +5.6% | +15.5% |
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