+41,898.0%
ADI vs RRC
+1,499.3%
+40,398.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.1% |
| 7D | +13.4% | +2.5% | +10.8% | +13.0% |
| 30D | -1.3% | +21.1% | -22.4% | -3.5% |
| 3M | +6.8% | +28.4% | -21.6% | +3.7% |
| 6M | -1.9% | +26.5% | -28.4% | -4.8% |
| YTD | +52.3% | +47.0% | +5.2% | +44.9% |
| 1Y | +71.6% | +35.2% | +36.4% | +64.8% |
| 3Y | +148.9% | +61.0% | +87.9% | +133.4% |
| 5Y | +140.8% | +133.6% | +7.2% | +112.0% |
| 10Y | +653.6% | +72.1% | +581.5% | +510.8% |
| All | +41,898.0% | +1,499.3% | +40,398.7% | +29,371.3% |
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 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