+124.8%
AAPL vs ADI
+131.6%
-6.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +4.0% |
| 7D | -0.5% | +1.3% | -1.8% | -1.1% |
| 30D | +7.1% | -6.0% | +13.1% | +9.7% |
| 3M | +12.1% | -7.7% | +19.8% | +14.2% |
| 6M | +25.4% | +14.0% | +11.5% | +14.3% |
| YTD | +20.5% | +34.4% | -13.9% | +0.7% |
| 1Y | +44.5% | +48.0% | -3.4% | +14.5% |
| 3Y | +85.8% | +113.3% | -27.5% | +13.2% |
| 5Y | +124.8% | +131.1% | -6.3% | +23.4% |
| All | +124.8% | +131.6% | -6.8% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling