+123.4%
ADI vs KR
+33.5%
+89.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.7% | +2.1% | +5.3% |
| 7D | +4.6% | -0.2% | +4.7% | +4.5% |
| 30D | -1.2% | +5.1% | -6.2% | -0.3% |
| 3M | -7.8% | -8.2% | +0.3% | -8.5% |
| 6M | +19.3% | -18.0% | +37.3% | +17.1% |
| YTD | +40.9% | -4.8% | +45.7% | +40.2% |
| 1Y | +54.5% | -11.0% | +65.5% | +53.2% |
| 3Y | +123.4% | +37.7% | +85.8% | +112.8% |
| All | +123.4% | +33.5% | +89.9% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 3y: compounded portfolio wealth divided by compounded KR 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…
3y analysis · Full analysis span regression · 6 months rolling