+651.5%
ADI vs BKR
+125.3%
+526.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.4% | +5.0% |
| 7D | +4.6% | -7.0% | +11.6% | +6.9% |
| 30D | -1.2% | -8.1% | +7.0% | +1.4% |
| 3M | -7.8% | -6.6% | -1.2% | -6.2% |
| 6M | +19.3% | +0.9% | +18.5% | +18.3% |
| YTD | +40.9% | +31.1% | +9.8% | +28.5% |
| 1Y | +54.5% | +27.7% | +26.8% | +41.7% |
| 3Y | +123.4% | +71.2% | +52.2% | +85.1% |
| 5Y | +142.3% | +177.6% | -35.3% | +66.7% |
| All | +651.5% | +125.3% | +526.2% | +337.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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