+1,367.3%
AAPL vs ADI
+631.6%
+735.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +1.7% |
| 7D | +4.1% | +9.5% | -5.3% | -0.3% |
| 30D | +4.0% | -1.4% | +5.3% | +3.6% |
| 3M | +16.8% | +4.7% | +12.1% | +12.4% |
| 6M | +19.4% | -7.4% | +26.8% | +19.7% |
| YTD | +31.5% | +48.1% | -16.6% | +2.5% |
| 1Y | +31.0% | +69.6% | -38.7% | -5.2% |
| 3Y | +95.3% | +144.4% | -49.1% | +9.5% |
| 5Y | +143.4% | +134.1% | +9.2% | +36.5% |
| All | +1,367.3% | +631.6% | +735.7% | +371.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling