+37.1%
JCI vs AXON
-33.3%
+70.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -1.1% |
| 7D | +4.1% | -3.3% | +7.4% | +3.9% |
| 30D | -3.8% | -17.8% | +14.0% | -4.6% |
| 3M | -1.6% | +8.3% | -9.9% | -0.3% |
| 6M | +9.5% | -12.4% | +21.9% | +9.9% |
| YTD | +21.7% | -13.7% | +35.4% | +21.4% |
| 1Y | +37.1% | -33.1% | +70.2% | +33.8% |
| All | +37.1% | -33.3% | +70.4% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling