+325.3%
JCI vs AXON
+1,845.5%
-1,520.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.3% |
| 7D | +5.1% | -2.5% | +7.6% | +5.5% |
| 30D | -3.8% | -11.5% | +7.6% | -2.4% |
| 3M | +1.9% | +7.3% | -5.4% | -0.5% |
| 6M | +11.2% | -11.9% | +23.1% | +11.2% |
| YTD | +22.9% | -11.0% | +34.0% | +21.7% |
| 1Y | +37.4% | -31.8% | +69.1% | +41.7% |
| 3Y | +167.8% | +135.4% | +32.4% | +113.9% |
| 5Y | +115.0% | +176.9% | -61.8% | +61.0% |
| 10Y | +325.3% | +1,854.5% | -1,529.2% | +131.6% |
| All | +325.3% | +1,845.5% | -1,520.1% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AXON 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling