+1,348.4%
ADI vs AXON
+101,343.3%
-99,995.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.8% | +2.2% |
| 7D | +0.4% | -14.2% | +14.6% | +2.4% |
| 30D | -3.8% | -15.4% | +11.6% | -2.0% |
| 3M | -15.3% | +0.5% | -15.7% | -16.2% |
| 6M | +6.7% | -9.5% | +16.2% | +6.1% |
| YTD | +34.8% | -9.2% | +44.0% | +33.1% |
| 1Y | +49.0% | -29.4% | +78.4% | +51.9% |
| 3Y | +108.1% | +139.4% | -31.3% | +72.7% |
| 5Y | +142.4% | +178.9% | -36.5% | +93.0% |
| 10Y | +589.9% | +1,840.8% | -1,250.9% | +312.5% |
| All | +1,348.4% | +101,343.3% | -99,995.0% | +464.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling