+151.4%
ADBE vs APO
+945.2%
-793.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.1% |
| 7D | -5.4% | -3.5% | -1.8% | -4.1% |
| 30D | -2.5% | -6.6% | +4.0% | 0.0% |
| 3M | +15.3% | -3.3% | +18.6% | +16.0% |
| 6M | -7.8% | +22.6% | -30.4% | -15.7% |
| YTD | -27.9% | -9.8% | -18.2% | -26.4% |
| 1Y | -28.0% | -3.9% | -24.2% | -28.6% |
| 3Y | -55.3% | +52.5% | -107.8% | -64.6% |
| 5Y | -61.7% | +134.0% | -195.7% | -74.9% |
| All | +151.4% | +945.2% | -793.8% | +10.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling