+1,787.9%
AXON vs JBLU
-72.4%
+1,860.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -7.0% | -5.0% | -2.1% | -6.1% |
| 30D | -20.1% | -23.9% | +3.8% | -15.6% |
| 3M | +7.4% | -11.6% | +19.1% | +9.6% |
| 6M | -7.4% | -0.2% | -7.2% | -8.8% |
| YTD | -15.6% | -3.3% | -12.3% | -17.8% |
| 1Y | -36.2% | -15.4% | -20.8% | -36.5% |
| 3Y | +124.8% | -14.7% | +139.6% | +95.5% |
| 5Y | +166.6% | -70.0% | +236.6% | +196.1% |
| All | +1,787.9% | -72.4% | +1,860.3% | +1,913.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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