+620.2%
ADI vs RRC
+73.1%
+547.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -2.9% |
| 7D | +9.5% | +6.4% | +3.1% | +8.4% |
| 30D | -1.4% | +23.9% | -25.3% | -4.8% |
| 3M | +4.7% | +30.2% | -25.5% | +0.2% |
| 6M | -7.4% | +26.3% | -33.7% | -11.3% |
| YTD | +48.1% | +48.1% | 0.0% | +37.6% |
| 1Y | +69.6% | +37.7% | +32.0% | +59.4% |
| 3Y | +144.4% | +60.3% | +84.1% | +122.5% |
| 5Y | +134.1% | +135.3% | -1.2% | +94.8% |
| All | +620.2% | +73.1% | +547.1% | +351.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling