+86.7%
AXON vs JBLU
-74.1%
+160.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.2% |
| 7D | -25.6% | +12.9% | -38.6% | -27.3% |
| 30D | -23.9% | +11.0% | -34.9% | -26.0% |
| 3M | -50.4% | -30.8% | -19.6% | -47.6% |
| 6M | -20.0% | -19.0% | -1.1% | -18.5% |
| YTD | -44.5% | -11.6% | -32.8% | -45.4% |
| 1Y | -44.9% | -7.4% | -37.5% | -46.3% |
| 3Y | +44.7% | +3.9% | +40.9% | +12.8% |
| 5Y | +86.7% | -73.9% | +160.6% | +125.1% |
| All | +86.7% | -74.1% | +160.8% | +125.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling