-28.0%
ADBE vs APH
+14.0%
-42.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.5% |
| 7D | -3.8% | -5.0% | +1.2% | -4.9% |
| 30D | -2.3% | -8.4% | +6.1% | -3.6% |
| 3M | -13.3% | -4.5% | -8.8% | -13.4% |
| 6M | -6.5% | +25.3% | -31.7% | -1.8% |
| YTD | -32.4% | +18.9% | -51.3% | -28.5% |
| 1Y | -28.0% | +11.9% | -40.0% | -23.9% |
| All | -28.0% | +14.0% | -42.0% | -23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling