+98.8%
JCI vs AXON
+71.5%
+27.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -18.2% | +20.9% | +5.3% |
| 7D | -9.4% | -26.8% | +17.4% | -5.6% |
| 30D | -13.4% | -22.9% | +9.5% | -10.5% |
| 3M | -12.4% | -40.1% | +27.7% | -6.6% |
| 6M | -5.1% | -18.9% | +13.7% | -5.3% |
| YTD | +13.7% | -44.9% | +58.6% | +20.3% |
| 1Y | +11.4% | -46.7% | +58.1% | +18.6% |
| 3Y | +175.9% | +44.3% | +131.6% | +114.3% |
| All | +98.8% | +71.5% | +27.3% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling