+653.2%
ADI vs RRC
+72.2%
+581.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.8% |
| 7D | +0.7% | -0.5% | +1.2% | +0.8% |
| 30D | +0.7% | +25.2% | -24.5% | -2.9% |
| 3M | +6.5% | +27.8% | -21.3% | +2.2% |
| 6M | -2.7% | +27.2% | -29.9% | -6.9% |
| YTD | +52.2% | +48.2% | +4.0% | +41.4% |
| 1Y | +77.5% | +34.7% | +42.8% | +67.3% |
| 3Y | +148.8% | +62.2% | +86.5% | +126.1% |
| 5Y | +142.9% | +130.9% | +12.0% | +102.6% |
| 10Y | +653.2% | +73.4% | +579.8% | +376.3% |
| All | +653.2% | +72.2% | +581.0% | +376.3% |
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