+7,372.4%
ADBE vs APH
+119,301.1%
-111,928.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.1% | -7.0% | -4.5% |
| 7D | -4.4% | -5.9% | +1.6% | -2.6% |
| 30D | +2.8% | -14.8% | +17.6% | +8.0% |
| 3M | -8.0% | -12.4% | +4.4% | -5.3% |
| 6M | -4.3% | +8.1% | -12.4% | -11.6% |
| YTD | -31.6% | +10.9% | -42.6% | -39.5% |
| 1Y | -26.9% | +8.8% | -35.7% | -35.2% |
| 3Y | -57.7% | +262.1% | -319.7% | -78.1% |
| 5Y | -63.9% | +283.1% | -347.0% | -81.5% |
| 10Y | +125.3% | +908.1% | -782.8% | -21.0% |
| All | +7,372.4% | +119,301.1% | -111,928.7% | +703.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling