+112,002.2%
AXON vs JBL
+1,477.4%
+110,524.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -4.6% |
| 7D | -14.2% | +3.0% | -17.2% | -14.9% |
| 30D | -15.4% | -8.3% | -7.1% | -13.5% |
| 3M | +0.5% | -16.9% | +17.4% | +5.1% |
| 6M | -9.5% | +21.8% | -31.3% | -17.4% |
| YTD | -9.2% | +36.3% | -45.5% | -20.4% |
| 1Y | -29.4% | +49.5% | -78.9% | -40.3% |
| 3Y | +139.4% | +170.6% | -31.2% | +60.6% |
| 5Y | +178.9% | +408.4% | -229.5% | +51.9% |
| 10Y | +1,840.8% | +1,450.4% | +390.4% | +633.2% |
| All | +112,002.2% | +1,477.4% | +110,524.8% | +32,085.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling