+112.7%
ADI vs AXON
+141.6%
-28.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.8% | +1.9% |
| 7D | +0.4% | -14.2% | +14.6% | +1.4% |
| 30D | -3.8% | -15.4% | +11.6% | -3.0% |
| 3M | -15.3% | +0.5% | -15.7% | -15.5% |
| 6M | +6.7% | -9.5% | +16.2% | +7.3% |
| YTD | +34.8% | -9.2% | +44.0% | +35.2% |
| 1Y | +49.0% | -29.4% | +78.4% | +53.4% |
| All | +112.7% | +141.6% | -28.9% | +64.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling