+640.7%
ADI vs AXON
+1,027.4%
-386.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.6% |
| 7D | +13.4% | -19.7% | +33.1% | +17.8% |
| 30D | -1.3% | -25.7% | +24.4% | +4.2% |
| 3M | +6.8% | -48.8% | +55.6% | +20.7% |
| 6M | -1.9% | -22.0% | +20.1% | -0.3% |
| YTD | +52.3% | -45.9% | +98.2% | +64.3% |
| 1Y | +71.6% | -46.1% | +117.7% | +85.3% |
| 3Y | +148.9% | +40.9% | +108.0% | +95.7% |
| 5Y | +140.8% | +80.2% | +60.6% | +69.2% |
| All | +640.7% | +1,027.4% | -386.7% | +275.5% |
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 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