+141.2%
ADI vs RRC
+153.5%
-12.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.3% |
| 7D | +2.4% | -1.2% | +3.7% | +2.7% |
| 30D | -6.6% | +9.4% | -16.0% | -8.2% |
| 3M | -9.8% | +7.4% | -17.2% | -11.3% |
| 6M | +15.7% | +1.5% | +14.2% | +14.6% |
| YTD | +35.1% | +19.4% | +15.7% | +29.1% |
| 1Y | +47.7% | +24.2% | +23.5% | +39.3% |
| 3Y | +114.5% | +32.8% | +81.7% | +98.4% |
| 5Y | +141.2% | +152.9% | -11.7% | +107.7% |
| All | +141.2% | +153.5% | -12.3% | +107.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling