+38,767.3%
ADI vs BKR
+524.4%
+38,243.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.4% | +5.0% |
| 7D | +4.6% | -7.0% | +11.6% | +6.5% |
| 30D | -1.2% | -8.1% | +7.0% | +1.0% |
| 3M | -7.8% | -6.6% | -1.2% | -6.4% |
| 6M | +19.3% | +0.9% | +18.5% | +18.5% |
| YTD | +40.9% | +31.1% | +9.8% | +30.5% |
| 1Y | +54.5% | +27.7% | +26.8% | +43.7% |
| 3Y | +123.4% | +71.2% | +52.2% | +90.8% |
| 5Y | +142.3% | +177.6% | -35.3% | +77.2% |
| 10Y | +664.1% | +122.7% | +541.4% | +441.3% |
| All | +38,767.3% | +524.4% | +38,243.0% | +16,582.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling