+114.2%
ADI vs RKT
+41.4%
+72.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.5% |
| 7D | +2.4% | +6.0% | -3.5% | +1.6% |
| 30D | -6.6% | +0.7% | -7.2% | -6.8% |
| 3M | -9.8% | +11.8% | -21.6% | -11.7% |
| 6M | +15.7% | -7.6% | +23.3% | +15.7% |
| YTD | +35.1% | -28.7% | +63.8% | +39.0% |
| 1Y | +47.7% | -32.6% | +80.3% | +52.4% |
| All | +114.2% | +41.4% | +72.8% | +79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling