+636.2%
ADI vs AR
+52.4%
+583.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.3% | +3.9% | +7.6% |
| 7D | -6.3% | -5.8% | -0.6% | -5.5% |
| 30D | -3.2% | +4.8% | -8.0% | -3.8% |
| 3M | +2.8% | +1.5% | +1.2% | +2.4% |
| 6M | -5.0% | +4.7% | -9.7% | -6.1% |
| YTD | +46.3% | +9.2% | +37.1% | +43.0% |
| 1Y | +71.6% | +11.2% | +60.5% | +67.1% |
| 3Y | +139.2% | +46.2% | +92.9% | +122.6% |
| 5Y | +136.4% | +98.1% | +38.4% | +107.7% |
| 10Y | +636.2% | +54.5% | +581.7% | +479.3% |
| All | +636.2% | +52.4% | +583.8% | +479.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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