+79.3%
ADI vs RRX
+30.0%
+49.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.6% | +0.4% | -1.7% |
| 7D | -5.1% | +7.6% | -12.8% | -8.2% |
| 30D | -3.1% | +7.5% | -10.6% | -6.3% |
| 3M | +7.1% | -21.0% | +28.2% | +16.1% |
| 6M | +2.9% | -18.1% | +21.0% | +9.4% |
| YTD | +51.1% | +24.3% | +26.9% | +33.6% |
| 1Y | +79.3% | +29.3% | +50.0% | +55.4% |
| All | +79.3% | +30.0% | +49.3% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling