+71.6%
ADI vs AR
+10.2%
+61.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | +0.2% |
| 7D | +13.4% | +6.4% | +7.0% | +14.0% |
| 30D | -1.3% | +3.1% | -4.4% | -0.8% |
| 3M | +6.8% | +3.3% | +3.5% | +7.6% |
| 6M | -1.9% | +6.6% | -8.5% | +0.1% |
| YTD | +52.3% | +12.3% | +39.9% | +54.0% |
| 1Y | +71.6% | +12.3% | +59.3% | +74.1% |
| All | +71.6% | +10.2% | +61.5% | +74.1% |
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