+18,730.1%
ADI vs RCL
+4,549.4%
+14,180.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +0.4% | -5.1% | +5.5% | +1.9% |
| 30D | -3.8% | -19.0% | +15.2% | +2.1% |
| 3M | -15.3% | -9.6% | -5.7% | -13.1% |
| 6M | +6.7% | -6.7% | +13.4% | +7.8% |
| YTD | +34.8% | -3.9% | +38.7% | +33.6% |
| 1Y | +49.0% | -25.1% | +74.1% | +57.7% |
| 3Y | +108.1% | +179.1% | -71.0% | +49.2% |
| 5Y | +142.4% | +243.3% | -100.9% | +54.1% |
| 10Y | +589.9% | +325.8% | +264.1% | +236.2% |
| All | +18,730.1% | +4,549.4% | +14,180.8% | +2,732.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling