+611.3%
ADI vs KEY
+167.0%
+444.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.9% |
| 7D | +2.4% | +2.7% | -0.3% | +1.4% |
| 30D | -6.6% | -3.2% | -3.4% | -5.4% |
| 3M | -9.8% | +1.0% | -10.8% | -10.2% |
| 6M | +15.7% | +11.9% | +3.8% | +10.7% |
| YTD | +35.1% | +8.7% | +26.4% | +30.5% |
| 1Y | +47.7% | +18.5% | +29.2% | +37.8% |
| 3Y | +114.5% | +124.0% | -9.5% | +56.6% |
| 5Y | +141.2% | +40.8% | +100.4% | +98.5% |
| 10Y | +611.3% | +167.0% | +444.3% | +329.5% |
| All | +611.3% | +167.0% | +444.3% | +329.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded KEY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling