+37,360.5%
ADI vs KR
+4,322.8%
+33,037.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | +2.6% | -3.1% | +5.7% | +3.2% |
| 30D | -4.6% | +0.6% | -5.2% | -4.8% |
| 3M | -9.5% | -9.8% | +0.3% | -8.2% |
| 6M | +14.8% | -22.1% | +37.0% | +19.4% |
| YTD | +35.8% | -8.1% | +43.9% | +36.3% |
| 1Y | +48.9% | -14.7% | +63.6% | +51.3% |
| 3Y | +115.6% | +28.6% | +87.0% | +98.5% |
| 5Y | +135.1% | +36.4% | +98.7% | +109.8% |
| 10Y | +636.4% | +120.8% | +515.7% | +461.9% |
| All | +37,360.5% | +4,322.8% | +33,037.8% | +12,865.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling