+54.5%
ADI vs RKT
-38.3%
+92.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | -6.3% | +10.8% | +5.6% |
| 30D | -1.2% | -6.2% | +5.0% | -0.3% |
| 3M | -7.8% | -1.9% | -6.0% | -8.2% |
| 6M | +19.3% | -13.0% | +32.3% | +20.5% |
| YTD | +40.9% | -31.9% | +72.8% | +45.4% |
| 1Y | +54.5% | -37.6% | +92.1% | +54.9% |
| All | +54.5% | -38.3% | +92.8% | +54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling