+37,071.1%
ADI vs RRC
+1,202.2%
+35,869.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | +0.4% | +1.3% | -0.9% | +0.3% |
| 30D | -3.8% | +10.1% | -13.9% | -4.9% |
| 3M | -15.3% | +4.0% | -19.3% | -15.8% |
| 6M | +6.7% | +1.6% | +5.1% | +6.1% |
| YTD | +34.8% | +19.7% | +15.1% | +31.4% |
| 1Y | +49.0% | +21.4% | +27.6% | +44.8% |
| 3Y | +108.1% | +29.7% | +78.4% | +99.8% |
| 5Y | +142.4% | +153.9% | -11.4% | +111.7% |
| 10Y | +589.9% | +10.8% | +579.1% | +484.7% |
| All | +37,071.1% | +1,202.2% | +35,869.0% | +26,626.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling