+152.5%
ADBE vs APH
+1,046.9%
-894.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.2% | -2.9% |
| 7D | -10.1% | +0.2% | -10.3% | -10.2% |
| 30D | -3.0% | -3.3% | +0.3% | -2.1% |
| 3M | +5.0% | +14.0% | -9.0% | -4.1% |
| 6M | -9.3% | +24.4% | -33.7% | -22.6% |
| YTD | -26.5% | +21.4% | -47.9% | -39.1% |
| 1Y | -28.3% | +48.9% | -77.2% | -49.0% |
| 3Y | -54.1% | +290.1% | -344.2% | -84.9% |
| 5Y | -61.2% | +352.8% | -414.0% | -88.6% |
| 10Y | +152.5% | +1,041.3% | -888.8% | -64.4% |
| All | +152.5% | +1,046.9% | -894.4% | -64.4% |
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