+40,396.8%
ADI vs RRC
+1,418.2%
+38,978.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.3% | +8.3% | +8.5% |
| 7D | -4.4% | -10.3% | +5.9% | -3.2% |
| 30D | -2.8% | +19.5% | -22.3% | -4.8% |
| 3M | +1.5% | +27.9% | -26.4% | -1.4% |
| 6M | -4.7% | +21.2% | -25.9% | -7.1% |
| YTD | +46.8% | +39.6% | +7.3% | +40.6% |
| 1Y | +74.9% | +31.3% | +43.6% | +68.4% |
| 3Y | +147.4% | +51.9% | +95.5% | +133.5% |
| 5Y | +131.9% | +110.2% | +21.8% | +106.5% |
| 10Y | +630.6% | +56.7% | +573.9% | +497.9% |
| All | +40,396.8% | +1,418.2% | +38,978.6% | +28,483.4% |
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