+113.9%
ADI vs APA
+7.4%
+106.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +2.2% |
| 7D | +0.4% | +0.5% | -0.1% | +0.3% |
| 30D | -3.8% | +23.4% | -27.2% | -7.9% |
| 3M | -15.3% | +12.7% | -27.9% | -17.7% |
| 6M | +6.7% | +39.4% | -32.7% | -3.5% |
| YTD | +34.8% | +79.0% | -44.2% | +13.0% |
| 1Y | +49.0% | +88.8% | -39.8% | +21.7% |
| All | +113.9% | +7.4% | +106.5% | +70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling