+98.3%
JNJ vs AXON
+42.7%
+55.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -18.2% | +19.6% | +0.8% |
| 7D | +1.1% | -26.8% | +27.9% | +0.2% |
| 30D | +6.9% | -22.9% | +29.8% | +6.1% |
| 3M | +8.0% | -40.1% | +48.1% | +6.4% |
| 6M | +24.3% | -18.9% | +43.2% | +24.8% |
| YTD | +35.6% | -44.9% | +80.5% | +33.6% |
| 1Y | +51.1% | -46.7% | +97.8% | +48.6% |
| 3Y | +98.3% | +44.3% | +54.0% | +90.5% |
| All | +98.3% | +42.7% | +55.6% | +90.5% |
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