Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ADM vs RF✓SelectedUSD · RFADM vs RF performance historyLatest closeAs of+0.27%09/04
Stock and ETF performance explorer

ADM vs RF

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,908.9%
RF return
+1,537.4%
Excess return
+371.5%
Maximum drawdown
-68.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioRFExcessAlpha
1D+0.3%-0.1%+0.3%+0.3%
7D+3.8%+1.3%+2.5%+3.5%
30D+9.8%-3.6%+13.4%+10.6%
3M+2.1%+8.1%-6.0%+0.3%
6M+27.5%+11.5%+16.0%+24.0%
YTD+50.2%+15.6%+34.6%+44.7%
1Y+40.6%+15.7%+24.9%+35.1%
3Y+17.2%+86.9%-69.7%0.0%
5Y+61.9%+89.8%-27.9%+35.8%
10Y+159.3%+344.7%-185.4%+76.4%
All+1,908.9%+1,537.4%+371.5%+811.1%

Cumulative growth

Daily Returns

Daily percentage return beside RF.

Daily Out/Under-Performance

Portfolio return minus RF return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × RF 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 RF 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