-29.4%
AXON vs JBL
+52.3%
-81.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -4.3% |
| 7D | -14.2% | +3.0% | -17.2% | -14.3% |
| 30D | -15.4% | -8.3% | -7.1% | -15.3% |
| 3M | +0.5% | -16.9% | +17.4% | +1.1% |
| 6M | -9.5% | +21.8% | -31.3% | -15.9% |
| YTD | -9.2% | +36.3% | -45.5% | -17.7% |
| 1Y | -29.4% | +49.5% | -78.9% | -37.3% |
| All | -29.4% | +52.3% | -81.7% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling