+186.7%
JCI vs AXON
+44.5%
+142.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -5.0% | -2.5% |
| 7D | +3.2% | +0.8% | +2.4% | +3.1% |
| 30D | -8.6% | -22.8% | +14.2% | -7.0% |
| 3M | -7.7% | -48.8% | +41.0% | -3.2% |
| 6M | -2.6% | -16.3% | +13.7% | -2.9% |
| YTD | +17.4% | -44.5% | +61.8% | +21.7% |
| 1Y | +16.9% | -43.4% | +60.3% | +20.8% |
| 3Y | +186.7% | +44.3% | +142.5% | +155.7% |
| All | +186.7% | +44.5% | +142.2% | +155.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling