+148.0%
ADBE vs APA
-2.8%
+150.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -12.9% | +0.8% | -13.7% | -13.0% |
| 30D | -5.6% | +9.6% | -15.3% | -6.6% |
| 3M | +6.6% | +18.0% | -11.4% | +4.5% |
| 6M | -9.6% | +41.9% | -51.4% | -13.4% |
| YTD | -28.9% | +86.3% | -115.2% | -34.1% |
| 1Y | -28.9% | +97.9% | -126.8% | -34.8% |
| 3Y | -55.6% | +12.8% | -68.4% | -57.6% |
| 5Y | -62.2% | +177.2% | -239.4% | -67.7% |
| All | +148.0% | -2.8% | +150.8% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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