+85.0%
UBER vs AXON
+179.8%
-94.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +1.0% |
| 7D | -3.9% | -14.2% | +10.3% | +0.4% |
| 30D | +11.1% | -15.4% | +26.5% | +15.6% |
| 3M | +4.9% | +0.5% | +4.4% | +2.3% |
| 6M | -1.2% | -9.5% | +8.3% | -1.5% |
| YTD | -7.3% | -9.2% | +1.9% | -8.8% |
| 1Y | -17.6% | -29.4% | +11.7% | -12.4% |
| 3Y | +61.1% | +139.4% | -78.4% | -13.3% |
| All | +85.0% | +179.8% | -94.8% | -22.1% |
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