+132.0%
ADBE vs APH
+940.6%
-808.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | -4.4% | +0.4% | -4.8% | -5.0% |
| 30D | -0.2% | -8.0% | +7.8% | +1.9% |
| 3M | -9.9% | -5.0% | -4.9% | -10.3% |
| 6M | -3.5% | +29.9% | -33.4% | -20.0% |
| YTD | -32.1% | +18.0% | -50.1% | -44.2% |
| 1Y | -28.7% | +11.3% | -40.0% | -39.8% |
| 3Y | -60.2% | +274.9% | -335.1% | -86.9% |
| 5Y | -63.1% | +300.6% | -363.7% | -88.4% |
| All | +132.0% | +940.6% | -808.6% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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