+41,898.0%
ADI vs APA
+925.7%
+40,972.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.3% |
| 7D | +13.4% | +9.6% | +3.8% | +11.3% |
| 30D | -1.3% | -0.2% | -1.1% | -1.4% |
| 3M | +6.8% | +19.8% | -13.1% | +2.5% |
| 6M | -1.9% | +30.1% | -32.0% | -8.1% |
| YTD | +52.3% | +100.4% | -48.2% | +28.7% |
| 1Y | +71.6% | +105.2% | -33.6% | +44.2% |
| 3Y | +148.9% | +44.6% | +104.3% | +118.0% |
| 5Y | +140.8% | +88.8% | +52.0% | +91.1% |
| 10Y | +653.6% | +6.6% | +647.0% | +441.6% |
| All | +41,898.0% | +925.7% | +40,972.3% | +18,635.1% |
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