-57.7%
ADBE vs APH
+258.9%
-316.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.1% | -7.0% | -2.9% |
| 7D | -4.4% | -5.9% | +1.6% | -4.4% |
| 30D | +2.8% | -14.8% | +17.6% | +3.0% |
| 3M | -8.0% | -12.4% | +4.4% | -8.0% |
| 6M | -4.3% | +8.1% | -12.4% | -6.2% |
| YTD | -31.6% | +10.9% | -42.6% | -34.6% |
| 1Y | -26.9% | +8.8% | -35.7% | -30.0% |
| 3Y | -57.7% | +262.1% | -319.7% | -77.0% |
| All | -57.7% | +258.9% | -316.6% | -77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling