+83.6%
QQQM vs AXON
+44.5%
+39.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.5% |
| 7D | +3.6% | +0.8% | +2.8% | +3.5% |
| 30D | -6.7% | -22.8% | +16.1% | -4.0% |
| 3M | -7.0% | -48.8% | +41.7% | +0.4% |
| 6M | -4.6% | -16.3% | +11.7% | -4.4% |
| YTD | +11.1% | -44.5% | +55.6% | +16.9% |
| 1Y | +12.3% | -43.4% | +55.7% | +17.8% |
| 3Y | +83.6% | +44.3% | +39.4% | +61.2% |
| All | +83.6% | +44.5% | +39.1% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling