+1,248.3%
ADI vs AMCR
+102.7%
+1,145.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | +2.4% | -1.8% | +4.3% | +3.1% |
| 30D | -6.6% | -6.0% | -0.5% | -4.7% |
| 3M | -9.8% | +18.9% | -28.7% | -15.5% |
| 6M | +15.7% | +5.7% | +10.0% | +12.5% |
| YTD | +35.1% | +11.1% | +24.0% | +28.8% |
| 1Y | +47.7% | +14.4% | +33.3% | +39.1% |
| 3Y | +114.5% | +13.0% | +101.5% | +101.5% |
| 5Y | +141.2% | -7.5% | +148.8% | +141.8% |
| 10Y | +611.3% | +20.1% | +591.2% | +523.9% |
| All | +1,248.3% | +102.7% | +1,145.6% | +1,084.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling