+47.7%
ADI vs AXON
-31.4%
+79.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.2% | +0.2% |
| 7D | +2.4% | -2.5% | +4.9% | +2.4% |
| 30D | -6.6% | -11.5% | +4.9% | -6.6% |
| 3M | -9.8% | +7.3% | -17.1% | -9.0% |
| 6M | +15.7% | -11.9% | +27.6% | +17.4% |
| YTD | +35.1% | -11.0% | +46.1% | +37.5% |
| 1Y | +47.7% | -31.8% | +79.5% | +50.2% |
| All | +47.7% | -31.4% | +79.1% | +50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling