+1,028.0%
AXON vs JBL
+1,127.6%
-99.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -27.4% | -8.1% | -19.3% | -25.2% |
| 30D | -28.5% | -18.4% | -10.0% | -23.2% |
| 3M | -49.3% | -25.8% | -23.5% | -44.1% |
| 6M | -25.0% | -29.6% | +4.6% | -17.1% |
| YTD | -46.7% | +9.6% | -56.4% | -52.4% |
| 1Y | -48.3% | +14.1% | -62.3% | -54.7% |
| 3Y | +38.8% | +95.9% | -57.1% | -11.1% |
| 5Y | +77.7% | +298.3% | -220.6% | -23.6% |
| 10Y | +1,028.0% | +1,150.1% | -122.0% | +189.6% |
| All | +1,028.0% | +1,127.6% | -99.6% | +189.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling