+69.6%
ADI vs RKT
-23.8%
+93.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -5.2% |
| 3M | +4.7% | -8.8% | +13.6% | +6.2% |
| 6M | -7.4% | -0.9% | -6.5% | -8.1% |
| YTD | +48.1% | -29.2% | +77.2% | +50.6% |
| 1Y | +69.6% | -20.1% | +89.7% | +63.2% |
| All | +69.6% | -23.8% | +93.4% | +63.2% |
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