+114.3%
ADI vs KEY
+11.7%
+102.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -12.8% | -1.3% | -11.6% | -12.4% |
| 30D | -11.3% | +5.1% | -16.5% | -12.9% |
| 3M | -3.4% | -7.1% | +3.8% | -0.9% |
| 6M | -12.0% | -4.4% | -7.6% | -10.9% |
| YTD | +35.3% | +4.0% | +31.2% | +32.9% |
| 1Y | +58.1% | +23.4% | +34.7% | +46.2% |
| 3Y | +127.4% | +113.9% | +13.4% | +77.9% |
| All | +114.3% | +11.7% | +102.6% | +113.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling