+54.9%
ADI vs CRBG
+13.0%
+41.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -5.5% | -5.6% | -9.7% |
| 7D | -16.7% | -3.0% | -13.7% | -15.8% |
| 30D | -14.2% | -2.6% | -11.5% | -13.4% |
| 3M | -4.1% | +2.7% | -6.8% | -4.4% |
| 6M | -10.3% | +22.2% | -32.5% | -14.1% |
| YTD | +34.3% | +16.5% | +17.8% | +29.8% |
| 1Y | +54.9% | +16.9% | +38.0% | +49.6% |
| All | +54.9% | +13.0% | +41.9% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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