+148.0%
ADBE vs AAL
-64.2%
+212.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -12.9% | -0.9% | -12.0% | -12.8% |
| 30D | -5.6% | -16.0% | +10.3% | -3.2% |
| 3M | +6.6% | -4.2% | +10.9% | +6.7% |
| 6M | -9.6% | +15.7% | -25.2% | -12.6% |
| YTD | -28.9% | -16.2% | -12.7% | -28.0% |
| 1Y | -28.9% | +0.2% | -29.2% | -30.3% |
| 3Y | -55.6% | -8.1% | -47.5% | -57.3% |
| 5Y | -62.2% | -32.2% | -30.0% | -62.8% |
| All | +148.0% | -64.2% | +212.2% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 10y: compounded portfolio wealth divided by compounded AAL 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…
10y analysis · Full analysis span regression · 6 months rolling