+279.0%
ADI vs RKT
-9.3%
+288.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +9.5% | -9.0% | +18.4% | +10.7% |
| 30D | -1.4% | +30.2% | -31.6% | -4.8% |
| 3M | +4.7% | -8.8% | +13.6% | +5.5% |
| 6M | -7.4% | -0.9% | -6.5% | -8.3% |
| YTD | +48.1% | -29.2% | +77.2% | +51.7% |
| 1Y | +69.6% | -20.1% | +89.7% | +71.1% |
| 3Y | +144.4% | +81.3% | +63.0% | +115.2% |
| 5Y | +134.1% | -6.6% | +140.7% | +109.1% |
| All | +279.0% | -9.3% | +288.3% | +235.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling