+95.3%
AAPL vs ADI
+144.2%
-48.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +1.2% |
| 7D | +4.1% | +9.5% | -5.3% | +1.5% |
| 30D | +4.0% | -1.4% | +5.3% | +3.8% |
| 3M | +16.8% | +4.7% | +12.1% | +14.2% |
| 6M | +19.4% | -7.4% | +26.8% | +20.2% |
| YTD | +31.5% | +48.1% | -16.6% | +10.3% |
| 1Y | +31.0% | +69.6% | -38.7% | +3.9% |
| 3Y | +95.3% | +144.4% | -49.1% | +36.5% |
| All | +95.3% | +144.2% | -48.9% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling