+2,128.2%
ADI vs BLK
+12,905.6%
-10,777.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.5% |
| 7D | +2.6% | -2.7% | +5.3% | +3.9% |
| 30D | -4.6% | -4.8% | +0.1% | -2.6% |
| 3M | -9.5% | +6.5% | -16.0% | -12.5% |
| 6M | +14.8% | +13.1% | +1.7% | +7.7% |
| YTD | +35.8% | +1.8% | +34.0% | +33.5% |
| 1Y | +48.9% | -1.0% | +49.9% | +48.1% |
| 3Y | +115.6% | +66.0% | +49.6% | +70.7% |
| 5Y | +135.1% | +31.2% | +103.9% | +105.0% |
| 10Y | +636.4% | +278.5% | +357.9% | +310.0% |
| All | +2,128.2% | +12,905.6% | -10,777.3% | +259.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling