-62.2%
ADBE vs APO
+128.1%
-190.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | 0.0% | -1.5% |
| 7D | -12.9% | -4.9% | -8.0% | -11.2% |
| 30D | -5.6% | -8.4% | +2.8% | -2.3% |
| 3M | +6.6% | -2.1% | +8.7% | +6.8% |
| 6M | -9.6% | +19.2% | -28.8% | -17.0% |
| YTD | -28.9% | -10.5% | -18.4% | -26.9% |
| 1Y | -28.9% | -2.7% | -26.2% | -29.9% |
| 3Y | -55.6% | +52.5% | -108.1% | -67.0% |
| 5Y | -62.2% | +132.1% | -194.3% | -78.2% |
| All | -62.2% | +128.1% | -190.4% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling