+573.6%
AXON vs JEPI
+95.7%
+477.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.7% |
| 7D | -14.2% | -0.3% | -13.8% | -13.6% |
| 30D | -15.4% | +0.1% | -15.5% | -15.5% |
| 3M | +0.5% | +4.8% | -4.3% | -5.5% |
| 6M | -9.5% | +1.0% | -10.5% | -10.5% |
| YTD | -9.2% | +5.5% | -14.7% | -15.4% |
| 1Y | -29.4% | +9.2% | -38.6% | -37.3% |
| 3Y | +139.4% | +31.2% | +108.2% | +64.6% |
| 5Y | +178.9% | +41.4% | +137.5% | +75.7% |
| All | +573.6% | +95.7% | +477.8% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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