+44.5%
AAPL vs ADI
+47.3%
-2.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.7% |
| 7D | -0.5% | +1.3% | -1.8% | -0.7% |
| 30D | +7.1% | -6.0% | +13.1% | +7.8% |
| 3M | +12.1% | -7.7% | +19.8% | +12.3% |
| 6M | +25.4% | +14.0% | +11.5% | +18.7% |
| YTD | +20.5% | +34.4% | -13.9% | +11.1% |
| 1Y | +44.5% | +48.0% | -3.4% | +29.4% |
| All | +44.5% | +47.3% | -2.8% | +29.4% |
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