+133.8%
ADI vs AXON
+83.1%
+50.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.5% | -3.2% |
| 7D | +9.5% | +0.8% | +8.7% | +9.3% |
| 30D | -1.4% | -22.8% | +21.4% | +2.2% |
| 3M | +4.7% | -48.8% | +53.5% | +14.8% |
| 6M | -7.4% | -16.3% | +8.9% | -7.5% |
| YTD | +48.1% | -44.5% | +92.5% | +57.0% |
| 1Y | +69.6% | -43.4% | +113.0% | +79.1% |
| 3Y | +144.4% | +44.3% | +100.1% | +81.4% |
| All | +133.8% | +83.1% | +50.6% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling