+133.5%
ADI vs RKT
-10.1%
+143.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.0% |
| 7D | +2.6% | -1.0% | +3.6% | +2.8% |
| 30D | -4.6% | -2.4% | -2.2% | -4.4% |
| 3M | -9.5% | +1.9% | -11.4% | -10.6% |
| 6M | +14.8% | -13.9% | +28.7% | +16.4% |
| YTD | +35.8% | -30.6% | +66.4% | +42.4% |
| 1Y | +48.9% | -34.4% | +83.3% | +57.1% |
| 3Y | +115.6% | +38.2% | +77.4% | +74.2% |
| All | +133.5% | -10.1% | +143.7% | +98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling