-59.7%
ADBE vs APH
+350.9%
-410.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.6% | -7.0% |
| 7D | -8.6% | +5.0% | -13.5% | -9.8% |
| 30D | +2.8% | -3.9% | +6.7% | +3.6% |
| 3M | +3.1% | +13.0% | -9.8% | -2.6% |
| 6M | -2.4% | +25.2% | -27.6% | -12.5% |
| YTD | -23.9% | +22.9% | -46.8% | -33.7% |
| 1Y | -22.6% | +47.8% | -70.4% | -40.5% |
| 3Y | -52.7% | +283.0% | -335.7% | -83.7% |
| All | -59.7% | +350.9% | -410.6% | -88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling