+882.3%
JNJ vs AXON
+96,293.5%
-95,411.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.6% |
| 7D | -3.0% | -3.3% | +0.4% | -2.8% |
| 30D | +2.5% | -17.8% | +20.3% | +3.2% |
| 3M | +13.2% | +8.3% | +5.0% | +12.7% |
| 6M | +11.3% | -12.4% | +23.6% | +11.3% |
| YTD | +31.1% | -13.7% | +44.9% | +31.1% |
| 1Y | +54.3% | -33.1% | +87.4% | +55.6% |
| 3Y | +81.1% | +128.2% | -47.1% | +71.4% |
| 5Y | +82.7% | +170.5% | -87.8% | +69.9% |
| 10Y | +196.5% | +1,846.0% | -1,649.5% | +146.7% |
| All | +882.3% | +96,293.5% | -95,411.2% | +703.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling