+244.9%
ADI vs RKT
-7.0%
+252.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.8% |
| 7D | +0.4% | +2.1% | -1.7% | +0.1% |
| 30D | -3.8% | +1.4% | -5.2% | -4.1% |
| 3M | -15.3% | +6.3% | -21.5% | -16.3% |
| 6M | +6.7% | -15.5% | +22.1% | +7.9% |
| YTD | +34.8% | -27.4% | +62.1% | +38.1% |
| 1Y | +49.0% | -26.6% | +75.6% | +52.0% |
| 3Y | +108.1% | +41.2% | +66.8% | +88.9% |
| 5Y | +142.4% | -6.4% | +148.8% | +116.7% |
| All | +244.9% | -7.0% | +252.0% | +205.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling