+144.4%
ADI vs AXON
+44.5%
+99.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.5% | -2.9% |
| 7D | +9.5% | +0.8% | +8.7% | +9.4% |
| 30D | -1.4% | -22.8% | +21.4% | +0.2% |
| 3M | +4.7% | -48.8% | +53.5% | +8.6% |
| 6M | -7.4% | -16.3% | +8.9% | -7.2% |
| YTD | +48.1% | -44.5% | +92.5% | +52.7% |
| 1Y | +69.6% | -43.4% | +113.0% | +74.6% |
| 3Y | +144.4% | +44.3% | +100.1% | +94.2% |
| All | +144.4% | +44.5% | +99.8% | +94.2% |
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 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