+937.6%
JNJ vs AXON
+59,542.0%
-58,604.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.3% | +2.2% |
| 7D | +4.3% | -28.7% | +33.0% | +5.5% |
| 30D | +7.9% | -28.3% | +36.2% | +9.1% |
| 3M | +9.4% | -46.9% | +56.3% | +11.7% |
| 6M | +28.8% | -24.9% | +53.7% | +29.6% |
| YTD | +38.5% | -46.6% | +85.1% | +40.7% |
| 1Y | +54.6% | -49.7% | +104.3% | +57.4% |
| 3Y | +108.4% | +40.6% | +67.8% | +100.5% |
| 5Y | +99.6% | +71.9% | +27.7% | +88.5% |
| 10Y | +207.8% | +1,180.9% | -973.1% | +159.8% |
| All | +937.6% | +59,542.0% | -58,604.4% | +762.3% |
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