+630.6%
ADI vs AXON
+1,278.1%
-647.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.1% | +11.7% | +9.2% |
| 7D | -4.4% | -28.7% | +24.3% | +1.7% |
| 30D | -2.8% | -28.3% | +25.5% | +3.2% |
| 3M | +1.5% | -46.9% | +48.4% | +13.6% |
| 6M | -4.7% | -24.9% | +20.2% | -2.4% |
| YTD | +46.8% | -46.6% | +93.4% | +58.8% |
| 1Y | +74.9% | -49.7% | +124.6% | +91.5% |
| 3Y | +147.4% | +40.6% | +106.9% | +95.2% |
| 5Y | +131.9% | +71.9% | +60.0% | +65.6% |
| 10Y | +630.6% | +1,180.9% | -550.3% | +284.2% |
| All | +630.6% | +1,278.1% | -647.5% | +284.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling