+636.4%
ADI vs RCL
+341.7%
+294.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.0% |
| 7D | +2.6% | -2.2% | +4.8% | +3.2% |
| 30D | -4.6% | -15.7% | +11.0% | -0.5% |
| 3M | -9.5% | -8.0% | -1.5% | -7.9% |
| 6M | +14.8% | -10.1% | +25.0% | +17.0% |
| YTD | +35.8% | -5.9% | +41.7% | +35.5% |
| 1Y | +48.9% | -23.5% | +72.4% | +56.0% |
| 3Y | +115.6% | +174.4% | -58.8% | +62.7% |
| 5Y | +135.1% | +227.1% | -92.0% | +62.2% |
| 10Y | +636.4% | +342.5% | +293.9% | +369.7% |
| All | +636.4% | +341.7% | +294.7% | +369.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling