-28.0%
ADBE vs APO
-2.1%
-26.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.2% |
| 7D | -5.4% | -3.5% | -1.8% | -4.6% |
| 30D | -2.5% | -6.6% | +4.0% | -1.1% |
| 3M | +15.3% | -3.3% | +18.6% | +16.2% |
| 6M | -7.8% | +22.6% | -30.4% | -12.6% |
| YTD | -27.9% | -9.8% | -18.2% | -25.8% |
| 1Y | -28.0% | -3.9% | -24.2% | -26.4% |
| All | -28.0% | -2.1% | -26.0% | -26.4% |
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