+69.6%
ADI vs AA
-0.3%
+70.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -2.3% |
| 7D | +9.5% | +0.5% | +9.0% | +9.4% |
| 30D | -1.4% | -0.6% | -0.8% | -1.1% |
| 3M | +4.7% | -19.7% | +24.4% | +9.5% |
| 6M | -7.4% | -41.6% | +34.2% | +2.2% |
| YTD | +48.1% | -24.6% | +72.7% | +53.1% |
| 1Y | +69.6% | +4.9% | +64.8% | +55.7% |
| All | +69.6% | -0.3% | +70.0% | +55.7% |
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