+42.5%
AAPL vs ADBE
-29.8%
+72.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +5.9% | +3.9% |
| 7D | -0.5% | -12.9% | +12.4% | +1.4% |
| 30D | +7.1% | -5.6% | +12.7% | +7.9% |
| 3M | +12.1% | +6.6% | +5.5% | +10.0% |
| 6M | +25.4% | -9.6% | +35.0% | +24.4% |
| YTD | +20.5% | -28.9% | +49.4% | +23.4% |
| All | +42.5% | -29.8% | +72.3% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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