-27.1%
ADPT price history and return analytics
+139.5%
-166.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.1% |
| 7D | +13.8% | -0.1% | +13.9% | +13.9% |
| 30D | +10.8% | -3.1% | +13.9% | +17.1% |
| 3M | +15.4% | -3.5% | +18.9% | +22.5% |
| 6M | +112.6% | +0.5% | +112.1% | +111.6% |
| YTD | +80.8% | +10.8% | +70.0% | +51.8% |
| 1Y | +99.6% | +11.9% | +87.7% | +64.5% |
| 3Y | +736.5% | +73.0% | +663.5% | +246.3% |
| 5Y | -12.3% | +58.6% | -70.9% | -55.7% |
| All | -27.1% | +139.5% | -166.6% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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