+79.3%
ADI vs BLK
+17.9%
+61.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.4% | -8.7% | -5.4% |
| 7D | -5.1% | +5.7% | -10.9% | -7.4% |
| 30D | -3.1% | +14.8% | -17.9% | -8.7% |
| 3M | +7.1% | +8.8% | -1.6% | +3.1% |
| 6M | +2.9% | +17.6% | -14.7% | -4.5% |
| YTD | +51.1% | +16.3% | +34.9% | +38.7% |
| 1Y | +79.3% | +18.0% | +61.3% | +62.5% |
| All | +79.3% | +17.9% | +61.5% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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