+48.3%
UBER vs AXTI
+2,618.5%
-2,570.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.1% | +8.2% | +2.3% |
| 7D | -4.5% | +15.1% | -19.6% | -5.1% |
| 30D | -7.6% | -12.3% | +4.7% | -7.5% |
| 3M | +5.8% | -24.1% | +29.9% | +5.7% |
| 6M | +0.3% | +46.0% | -45.8% | -5.9% |
| YTD | -11.2% | +295.7% | -306.9% | -24.1% |
| 1Y | -23.0% | +1,825.6% | -1,848.6% | -42.5% |
| All | +48.3% | +2,618.5% | -2,570.2% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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