+301.7%
JCI vs AXON
+1,278.1%
-976.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -3.1% | +7.9% | +5.2% |
| 7D | -3.4% | -28.7% | +25.3% | +1.1% |
| 30D | -10.1% | -28.3% | +18.2% | -6.1% |
| 3M | -6.8% | -46.9% | +40.1% | +1.3% |
| 6M | +2.0% | -24.9% | +26.8% | +3.7% |
| YTD | +19.2% | -46.6% | +65.8% | +26.3% |
| 1Y | +16.7% | -49.7% | +66.4% | +24.9% |
| 3Y | +194.3% | +40.6% | +153.8% | +152.0% |
| 5Y | +103.0% | +71.9% | +31.2% | +61.9% |
| 10Y | +301.7% | +1,180.9% | -879.1% | +134.1% |
| All | +301.7% | +1,278.1% | -976.3% | +134.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling