+653.2%
ADI vs AA
+48.4%
+604.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.7% | +1.4% | +3.3% |
| 7D | +0.7% | +1.1% | -0.4% | +0.6% |
| 30D | +0.7% | -1.3% | +2.0% | +1.1% |
| 3M | +6.5% | -23.9% | +30.4% | +13.9% |
| 6M | -2.7% | -36.8% | +34.1% | +8.4% |
| YTD | +52.2% | -22.2% | +74.4% | +58.2% |
| 1Y | +77.5% | +10.4% | +67.1% | +68.0% |
| 3Y | +148.8% | +72.0% | +76.8% | +100.7% |
| 5Y | +142.9% | -15.6% | +158.5% | +117.3% |
| 10Y | +653.2% | +47.8% | +605.4% | +354.0% |
| All | +653.2% | +48.4% | +604.8% | +354.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling