+113.9%
ADI vs RCL
+180.7%
-66.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +0.4% | -5.1% | +5.5% | +2.3% |
| 30D | -3.8% | -19.0% | +15.2% | +3.5% |
| 3M | -15.3% | -9.6% | -5.7% | -12.7% |
| 6M | +6.7% | -6.7% | +13.4% | +7.9% |
| YTD | +34.8% | -3.9% | +38.7% | +32.1% |
| 1Y | +49.0% | -25.1% | +74.1% | +61.2% |
| All | +113.9% | +180.7% | -66.8% | +35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling