-59.8%
ADBE vs APH
+274.9%
-334.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | -4.4% | +0.4% | -4.8% | -4.3% |
| 30D | -0.2% | -8.0% | +7.8% | 0.0% |
| 3M | -9.9% | -5.0% | -4.9% | -9.9% |
| 6M | -3.5% | +29.9% | -33.4% | -6.7% |
| YTD | -32.1% | +18.0% | -50.1% | -35.0% |
| 1Y | -28.7% | +11.3% | -40.0% | -30.9% |
| All | -59.8% | +274.9% | -334.7% | -76.5% |
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 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