+1,278.0%
AAPL vs ADI
+670.4%
+607.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.9% | -3.1% | -0.6% |
| 7D | +3.8% | +4.6% | -0.7% | +1.6% |
| 30D | +9.9% | -1.2% | +11.1% | +10.2% |
| 3M | +12.5% | -7.8% | +20.3% | +15.1% |
| 6M | +27.6% | +19.3% | +8.3% | +13.2% |
| YTD | +22.6% | +40.9% | -18.4% | -0.8% |
| 1Y | +45.0% | +54.5% | -9.5% | +11.1% |
| 3Y | +87.8% | +123.4% | -35.7% | +11.7% |
| 5Y | +128.7% | +142.3% | -13.6% | +27.1% |
| All | +1,278.0% | +670.4% | +607.6% | +337.2% |
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