+41,876.5%
ADI vs APA
+905.9%
+40,970.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.6% | +0.4% | +3.3% |
| 7D | +0.7% | +5.1% | -4.4% | -0.2% |
| 30D | +0.7% | +0.3% | +0.4% | +0.5% |
| 3M | +6.5% | +15.6% | -9.2% | +2.9% |
| 6M | -2.7% | +28.9% | -31.6% | -8.7% |
| YTD | +52.2% | +96.6% | -44.4% | +29.2% |
| 1Y | +77.5% | +95.5% | -18.1% | +50.5% |
| 3Y | +148.8% | +41.8% | +107.0% | +118.8% |
| 5Y | +142.9% | +85.4% | +57.5% | +93.4% |
| 10Y | +653.2% | +4.5% | +648.7% | +443.5% |
| All | +41,876.5% | +905.9% | +40,970.6% | +18,699.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling