-63.4%
ADBE vs APA
+76.3%
-139.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -0.4% |
| 7D | -3.8% | -5.5% | +1.7% | -3.2% |
| 30D | -2.3% | -1.2% | -1.1% | -2.4% |
| 3M | -13.3% | +10.6% | -23.8% | -14.7% |
| 6M | -6.5% | +28.4% | -34.9% | -10.0% |
| YTD | -32.4% | +89.7% | -122.1% | -38.9% |
| 1Y | -28.0% | +90.6% | -118.6% | -35.0% |
| 3Y | -60.4% | +36.9% | -97.3% | -63.6% |
| 5Y | -63.4% | +83.2% | -146.7% | -69.6% |
| All | -63.4% | +76.3% | -139.7% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling