+47.7%
ADI vs AR
+17.5%
+30.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.2% |
| 7D | +2.4% | -1.8% | +4.3% | +2.3% |
| 30D | -6.6% | +12.6% | -19.2% | -5.5% |
| 3M | -9.8% | +10.0% | -19.8% | -8.7% |
| 6M | +15.7% | +0.6% | +15.0% | +16.5% |
| YTD | +35.1% | +13.4% | +21.7% | +35.0% |
| 1Y | +47.7% | +21.7% | +26.0% | +47.8% |
| All | +47.7% | +17.5% | +30.2% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling