+54.5%
ADI vs OWL
-38.6%
+93.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.6% | +4.7% |
| 7D | +4.6% | -10.1% | +14.7% | +5.9% |
| 30D | -1.2% | -11.9% | +10.8% | +0.2% |
| 3M | -7.8% | +10.7% | -18.5% | -9.1% |
| 6M | +19.3% | +22.1% | -2.8% | +15.1% |
| YTD | +40.9% | -24.8% | +65.7% | +51.2% |
| 1Y | +54.5% | -39.2% | +93.7% | +68.4% |
| All | +54.5% | -38.6% | +93.1% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 1y: compounded portfolio wealth divided by compounded OWL 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…
1y analysis · Full analysis span regression · 6 months rolling