+79.3%
ADI vs RCL
+27.6%
+51.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.4% | -9.6% | -4.6% |
| 7D | -5.1% | +11.7% | -16.8% | -7.6% |
| 30D | -3.1% | +21.1% | -24.2% | -7.3% |
| 3M | +7.1% | +2.9% | +4.3% | +6.3% |
| 6M | +2.9% | +29.8% | -26.9% | -3.2% |
| YTD | +51.1% | +21.4% | +29.7% | +40.9% |
| 1Y | +79.3% | +32.0% | +47.3% | +62.2% |
| All | +79.3% | +27.6% | +51.7% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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