-22.6%
ADBE vs APO
+1.9%
-24.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.6% |
| 7D | -8.6% | -1.0% | -7.6% | -8.4% |
| 30D | +2.8% | +3.5% | -0.7% | +2.2% |
| 3M | +3.1% | +4.5% | -1.4% | +2.1% |
| 6M | -2.4% | +22.8% | -25.2% | -7.3% |
| YTD | -23.9% | -6.5% | -17.4% | -22.2% |
| 1Y | -22.6% | +0.8% | -23.4% | -22.1% |
| All | -22.6% | +1.9% | -24.5% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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