+114.5%
ADI vs RCL
+180.0%
-65.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.4% |
| 7D | +2.4% | -0.5% | +2.9% | +2.6% |
| 30D | -6.6% | -17.3% | +10.8% | -0.2% |
| 3M | -9.8% | -2.8% | -7.0% | -9.4% |
| 6M | +15.7% | -4.4% | +20.1% | +15.9% |
| YTD | +35.1% | -4.2% | +39.3% | +32.6% |
| 1Y | +47.7% | -23.4% | +71.1% | +58.2% |
| 3Y | +114.5% | +179.4% | -64.9% | +36.1% |
| All | +114.5% | +180.0% | -65.5% | +36.1% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling