+609.5%
ADI vs KEY
+171.8%
+437.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +0.4% | +2.2% | -1.8% | -0.4% |
| 30D | -3.8% | -3.0% | -0.8% | -2.7% |
| 3M | -15.3% | +3.3% | -18.6% | -16.4% |
| 6M | +6.7% | +9.2% | -2.5% | +3.1% |
| YTD | +34.8% | +10.6% | +24.1% | +29.3% |
| 1Y | +49.0% | +20.4% | +28.6% | +38.2% |
| 3Y | +108.1% | +121.8% | -13.8% | +52.3% |
| 5Y | +142.4% | +41.1% | +101.3% | +99.4% |
| All | +609.5% | +171.8% | +437.7% | +325.5% |
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 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