+69.6%
ADI vs RCL
+25.0%
+44.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.9% |
| 7D | +9.5% | -1.2% | +10.7% | +9.8% |
| 30D | -1.4% | +17.8% | -19.2% | -5.0% |
| 3M | +4.7% | +4.9% | -0.2% | +3.5% |
| 6M | -7.4% | +23.7% | -31.2% | -11.8% |
| YTD | +48.1% | +17.8% | +30.2% | +39.1% |
| 1Y | +69.6% | +28.9% | +40.7% | +54.6% |
| All | +69.6% | +25.0% | +44.7% | +54.6% |
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