+620.2%
ADI vs ALK
-45.9%
+666.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.3% |
| 7D | +9.5% | -1.2% | +10.6% | +9.9% |
| 30D | -1.4% | +7.7% | -9.1% | -4.1% |
| 3M | +4.7% | -19.0% | +23.7% | +11.1% |
| 6M | -7.4% | -0.2% | -7.2% | -9.3% |
| YTD | +48.1% | -23.5% | +71.6% | +55.4% |
| 1Y | +69.6% | -9.1% | +78.8% | +68.0% |
| 3Y | +144.4% | +12.0% | +132.3% | +116.2% |
| 5Y | +134.1% | -30.9% | +165.0% | +136.4% |
| All | +620.2% | -45.9% | +666.1% | +571.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling