+54.5%
ADI vs JAAA
+4.9%
+49.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.2% |
| 7D | +4.6% | +0.1% | +4.5% | +3.9% |
| 30D | -1.2% | +0.5% | -1.7% | -5.3% |
| 3M | -7.8% | +1.3% | -9.1% | -17.0% |
| 6M | +19.3% | +2.8% | +16.6% | -5.2% |
| YTD | +40.9% | +3.3% | +37.7% | +7.8% |
| 1Y | +54.5% | +4.9% | +49.6% | +6.6% |
| All | +54.5% | +4.9% | +49.6% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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