+42.2%
UBER vs AXON
+31.7%
+10.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.1% | +6.9% | +4.3% |
| 7D | +6.7% | -28.7% | +35.4% | +12.2% |
| 30D | -0.5% | -28.3% | +27.8% | +4.5% |
| 3M | -5.1% | -46.9% | +41.8% | +4.4% |
| 6M | -5.7% | -24.9% | +19.2% | -3.4% |
| YTD | -12.9% | -46.6% | +33.7% | -6.3% |
| 1Y | -22.6% | -49.7% | +27.0% | -16.0% |
| 3Y | +42.2% | +40.6% | +1.6% | +6.2% |
| All | +42.2% | +31.7% | +10.5% | +6.2% |
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