+29.9%
AAPL vs ADI
+76.5%
-46.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.2% | +8.5% | +5.5% |
| 7D | +1.7% | -5.1% | +6.8% | +2.0% |
| 30D | +5.0% | -3.1% | +8.1% | +5.2% |
| 3M | +13.1% | +7.1% | +5.9% | +12.2% |
| 6M | +26.5% | +2.9% | +23.6% | +24.8% |
| YTD | +28.9% | +51.1% | -22.2% | +17.7% |
| 1Y | +29.9% | +79.3% | -49.4% | +14.4% |
| All | +29.9% | +76.5% | -46.6% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 1y: compounded portfolio wealth divided by compounded ADI 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…
1y analysis · Full analysis span regression · 6 months rolling