+579.4%
ADI vs AMC
-98.7%
+678.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.7% |
| 7D | -12.8% | +2.6% | -15.5% | -12.9% |
| 30D | -11.3% | +9.0% | -20.4% | -11.5% |
| 3M | -3.4% | +22.2% | -25.5% | -3.9% |
| 6M | -12.0% | +91.5% | -103.5% | -13.8% |
| YTD | +35.3% | +101.3% | -66.0% | +32.1% |
| 1Y | +58.1% | +20.8% | +37.3% | +56.2% |
| 3Y | +127.4% | -71.3% | +198.7% | +128.6% |
| 5Y | +114.6% | -99.2% | +213.8% | +124.4% |
| All | +579.4% | -98.7% | +678.1% | +533.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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