+114.3%
ADI vs AXON
+71.5%
+42.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -18.2% | +18.9% | +3.4% |
| 7D | -12.8% | -26.8% | +14.0% | -8.9% |
| 30D | -11.3% | -22.9% | +11.6% | -8.1% |
| 3M | -3.4% | -40.1% | +36.7% | +3.4% |
| 6M | -12.0% | -18.9% | +6.9% | -11.8% |
| YTD | +35.3% | -44.9% | +80.1% | +43.7% |
| 1Y | +58.1% | -46.7% | +104.8% | +69.0% |
| 3Y | +127.4% | +44.3% | +83.0% | +68.3% |
| All | +114.3% | +71.5% | +42.8% | +37.1% |
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