+377.9%
ADI vs CLBK
+65.6%
+312.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.3% |
| 7D | +1.3% | -1.4% | +2.7% | +1.9% |
| 30D | -6.0% | +4.5% | -10.5% | -7.7% |
| 3M | -7.7% | +22.8% | -30.5% | -15.4% |
| 6M | +14.0% | +43.4% | -29.5% | -2.1% |
| YTD | +34.4% | +64.1% | -29.7% | +8.8% |
| 1Y | +48.0% | +67.6% | -19.6% | +18.4% |
| 3Y | +113.3% | +53.3% | +60.0% | +71.7% |
| 5Y | +131.1% | +44.8% | +86.3% | +74.7% |
| All | +377.9% | +65.6% | +312.3% | +229.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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