+611.3%
ADI vs ALK
-38.6%
+649.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +1.2% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | -6.6% | -18.5% | +11.9% | -0.7% |
| 3M | -9.8% | -3.6% | -6.2% | -9.7% |
| 6M | +15.7% | -3.7% | +19.4% | +14.5% |
| YTD | +35.1% | -19.0% | +54.1% | +40.0% |
| 1Y | +47.7% | -36.0% | +83.7% | +64.2% |
| 3Y | +114.5% | +2.3% | +112.1% | +96.2% |
| 5Y | +141.2% | -27.8% | +169.0% | +140.8% |
| 10Y | +611.3% | -39.0% | +650.3% | +558.6% |
| All | +611.3% | -38.6% | +649.9% | +558.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling