+636.4%
ADI vs CAPR
-77.3%
+713.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +0.6% |
| 7D | +2.6% | -12.6% | +15.3% | +2.9% |
| 30D | -4.6% | +124.4% | -129.0% | -6.5% |
| 3M | -9.5% | -66.8% | +57.3% | -8.7% |
| 6M | +14.8% | -71.8% | +86.6% | +16.1% |
| YTD | +35.8% | -70.1% | +105.9% | +36.9% |
| 1Y | +48.9% | +33.3% | +15.6% | +38.4% |
| 3Y | +115.6% | +36.7% | +78.9% | +92.6% |
| 5Y | +135.1% | +72.5% | +62.6% | +105.2% |
| 10Y | +636.4% | -77.3% | +713.7% | +505.3% |
| All | +636.4% | -77.3% | +713.7% | +505.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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