+79.3%
ADI vs AA
+13.9%
+65.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.8% | -6.0% | -3.8% |
| 7D | -5.1% | +0.9% | -6.1% | -5.4% |
| 30D | -3.1% | -6.4% | +3.4% | -1.8% |
| 3M | +7.1% | -13.0% | +20.1% | +9.8% |
| 6M | +2.9% | -34.6% | +37.5% | +12.0% |
| YTD | +51.1% | -23.0% | +74.2% | +55.1% |
| 1Y | +79.3% | +16.0% | +63.3% | +59.5% |
| All | +79.3% | +13.9% | +65.4% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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