+624.2%
ADI vs APA
+0.5%
+623.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.6% |
| 7D | -6.3% | -5.5% | -0.8% | -5.4% |
| 30D | -3.2% | -1.2% | -2.0% | -3.1% |
| 3M | +2.8% | +10.6% | -7.8% | +0.6% |
| 6M | -5.0% | +28.4% | -33.5% | -10.1% |
| YTD | +46.3% | +89.7% | -43.4% | +27.4% |
| 1Y | +71.6% | +90.6% | -19.0% | +49.0% |
| 3Y | +139.2% | +36.9% | +102.3% | +113.4% |
| 5Y | +136.4% | +83.2% | +53.2% | +94.1% |
| All | +624.2% | +0.5% | +623.6% | +423.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling