+636.2%
ADI vs KEY
+109.2%
+527.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -6.3% | +0.5% | -6.8% | -6.4% |
| 30D | -3.2% | +6.9% | -10.0% | -5.5% |
| 3M | +2.8% | -5.0% | +7.8% | +4.7% |
| 6M | -5.0% | +0.7% | -5.8% | -5.5% |
| YTD | +46.3% | +6.5% | +39.9% | +42.4% |
| 1Y | +71.6% | +22.6% | +49.0% | +58.3% |
| 3Y | +139.2% | +125.3% | +13.8% | +74.8% |
| 5Y | +136.4% | +13.9% | +122.5% | +111.6% |
| 10Y | +636.2% | +105.3% | +530.9% | +413.7% |
| All | +636.2% | +109.2% | +527.0% | +413.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling