+120.0%
ADBE vs APH
+978.7%
-858.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.2% | -9.0% | -4.1% |
| 7D | -5.6% | +1.1% | -6.7% | -6.7% |
| 30D | -2.0% | -7.5% | +5.4% | -0.2% |
| 3M | -10.5% | -4.4% | -6.1% | -11.0% |
| 6M | -6.2% | +26.5% | -32.7% | -21.1% |
| YTD | -32.2% | +20.0% | -52.2% | -44.6% |
| 1Y | -27.4% | +16.9% | -44.3% | -40.4% |
| 3Y | -58.9% | +288.5% | -347.4% | -86.8% |
| 5Y | -64.5% | +310.3% | -374.8% | -89.0% |
| 10Y | +120.0% | +951.3% | -831.3% | -68.5% |
| All | +120.0% | +978.7% | -858.7% | -68.5% |
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