+79.3%
ADI vs APA
+107.6%
-28.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.9% | +3.6% | -3.8% |
| 7D | -5.1% | -13.0% | +7.8% | -6.3% |
| 30D | -3.1% | +2.0% | -5.0% | -2.7% |
| 3M | +7.1% | +24.9% | -17.8% | +9.9% |
| 6M | +2.9% | +7.2% | -4.2% | +4.6% |
| YTD | +51.1% | +87.1% | -36.0% | +52.2% |
| 1Y | +79.3% | +107.2% | -27.8% | +83.5% |
| All | +79.3% | +107.6% | -28.3% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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