+152.5%
ADBE vs ALK
-38.6%
+191.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -2.9% |
| 7D | -10.1% | +0.1% | -10.2% | -10.1% |
| 30D | -3.0% | -18.5% | +15.5% | +0.4% |
| 3M | +5.0% | -3.6% | +8.6% | +4.5% |
| 6M | -9.3% | -3.7% | -5.6% | -10.6% |
| YTD | -26.5% | -19.0% | -7.5% | -25.6% |
| 1Y | -28.3% | -36.0% | +7.8% | -24.0% |
| 3Y | -54.1% | +2.3% | -56.4% | -57.5% |
| 5Y | -61.2% | -27.8% | -33.5% | -62.0% |
| 10Y | +152.5% | -39.0% | +191.5% | +135.7% |
| All | +152.5% | -38.6% | +191.1% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling