-59.6%
ADBE vs APO
+50.4%
-110.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | -3.2% | +3.5% | -6.7% | -4.1% |
| 30D | +1.0% | +4.4% | -3.4% | -0.4% |
| 3M | -7.8% | -12.1% | +4.3% | -4.8% |
| 6M | -1.0% | -7.2% | +6.3% | +0.4% |
| YTD | -31.8% | -15.1% | -16.7% | -29.4% |
| 1Y | -29.2% | -7.7% | -21.6% | -28.6% |
| All | -59.6% | +50.4% | -110.0% | -65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling