+75.9%
UBER vs AXON
+654.4%
-578.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.7% |
| 7D | -2.8% | -2.5% | -0.3% | -2.1% |
| 30D | -2.5% | -11.5% | +9.0% | +1.3% |
| 3M | +4.4% | +7.3% | -2.9% | -1.3% |
| 6M | -2.7% | -11.9% | +9.3% | -2.4% |
| YTD | -10.5% | -11.0% | +0.5% | -12.1% |
| 1Y | -22.5% | -31.8% | +9.3% | -16.3% |
| 3Y | +54.8% | +135.4% | -80.6% | -16.1% |
| 5Y | +82.5% | +176.9% | -94.4% | -16.2% |
| All | +75.9% | +654.4% | -578.5% | -56.9% |
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 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