+137.3%
ADBE vs APO
+837.1%
-699.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.3% |
| 7D | +1.6% | +5.8% | -4.2% | -0.6% |
| 30D | +1.0% | +8.9% | -7.9% | -2.5% |
| 3M | -10.1% | -13.6% | +3.5% | -5.5% |
| 6M | +3.0% | -5.4% | +8.4% | +3.8% |
| YTD | -30.5% | -13.6% | -16.9% | -28.2% |
| 1Y | -27.1% | -2.5% | -24.7% | -28.2% |
| 3Y | -58.8% | +50.9% | -109.7% | -67.4% |
| 5Y | -63.0% | +81.4% | -144.4% | -73.6% |
| All | +137.3% | +837.1% | -699.8% | +0.9% |
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